See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,854 | $72,071+112.1% | $68,368+123.6% | $137,256+11.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.14% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,446 | $2,788+131.2% | $2,649+143.3% | $4,156+55.1% |
| Participant deferral / active EE | $12,625 | $4,410+186.3% | $4,123+206.2% | $6,407+97.1% |
| Admin fee / account holder | $185 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |