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 | $94,907 | $148,534-36.1% | $135,903-30.2% | $139,434-31.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.11% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,051 | $5,243-41.8% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $5,288 | $8,100-34.7% | $7,758-31.8% | $6,710-21.2% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |