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 | $38,749 | $157,256-75.4% | $141,162-72.5% | $152,861-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.18% | 64.32%-55.1pp | 71.39%-62.2pp | 345.32%-336.1pp |
| Employer contribution / active EE | $8,415 | $5,261+59.9% | $4,735+77.7% | $4,762+76.7% |
| Participant deferral / active EE | $14,175 | $7,109+99.4% | $6,709+111.3% | $5,850+142.3% |
| Admin fee / account holder | $154 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |