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 8-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 | $32,964 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.25% | 64.32%-57.1pp | 71.39%-64.1pp | 345.32%-338.1pp |
| Employer contribution / active EE | $7,956 | $5,261+51.2% | $4,735+68.0% | $4,762+67.1% |
| Participant deferral / active EE | $5,003 | $7,109-29.6% | $6,709-25.4% | $5,850-14.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |