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 | $86,715 | $176,056-50.7% | $159,436-45.6% | $167,490-48.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.76% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $6,853 | $5,297+29.4% | $4,829+41.9% | $4,837+41.7% |
| Participant deferral / active EE | $5,535 | $7,750-28.6% | $7,352-24.7% | $6,341-12.7% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |