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 | $101,296 | $157,256-35.6% | $141,162-28.2% | $152,861-33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.17% | 64.32%-60.2pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $5,000 | $5,261-5.0% | $4,735+5.6% | $4,762+5.0% |
| Participant deferral / active EE | $13,978 | $7,109+96.6% | $6,709+108.3% | $5,850+138.9% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |