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 7-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 | $63,036 | $226,064-72.1% | $182,532-65.5% | $152,861-58.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.53% | 192.51%-185.0pp | 148.54%-141.0pp | 345.32%-337.8pp |
| Employer contribution / active EE | $20,966 | $4,978+321.1% | $4,076+414.4% | $4,762+340.2% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $70 | $10,703-99.3% | $8,592-99.2% | $11,596-99.4% |