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 5-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 | $43,122 | $185,822-76.8% | $169,993-74.6% | $139,434-69.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.40% | 60.50%-53.1pp | 53.37%-46.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $66,000 | $7,590+769.6% | $6,785+872.7% | $4,751+1289.2% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $190 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |