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 | $36,168 | $157,256-77.0% | $141,162-74.4% | $152,861-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.25% | 64.32%-51.1pp | 71.39%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $7,558 | $5,261+43.7% | $4,735+59.6% | $4,762+58.7% |
| Participant deferral / active EE | $8,072 | $7,109+13.5% | $6,709+20.3% | $5,850+38.0% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |