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 | $81,727 | $69,207+18.1% | $64,056+27.6% | $139,434-41.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.85% | 45.88%-36.0pp | 33.69%-23.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $8,534 | $3,182+168.2% | $2,747+210.7% | $4,751+79.6% |
| Participant deferral / active EE | $9,552 | $4,682+104.0% | $3,880+146.2% | $6,710+42.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |