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 8-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 | $20,718 | $96,484-78.5% | $75,886-72.7% | $152,861-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 8.19% | 33.98%-25.8pp | 30.76%-22.6pp | 345.32%-337.1pp |
| Employer contribution / active EE | $11,338 | $3,309+242.6% | $2,500+353.5% | $4,762+138.1% |
| Participant deferral / active EE | $7,728 | $4,553+69.7% | $3,603+114.5% | $5,850+32.1% |
| Admin fee / account holder | $8 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |