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 | $80,106 | $227,553-64.8% | $189,557-57.7% | $167,490-52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.50% | 78.40%-76.9pp | 64.17%-62.7pp | 478.56%-477.1pp |
| Employer contribution / active EE | $29,812 | $5,316+460.8% | $4,412+575.6% | $4,837+516.3% |
| Participant deferral / active EE | $17,333 | $7,002+147.5% | $6,174+180.8% | $6,341+173.3% |
| Admin fee / account holder | $18 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |