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 | $236,436 | $185,822+27.2% | $169,993+39.1% | $139,434+69.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 2.92% | 60.50%-57.6pp | 53.37%-50.5pp | 372.94%-370.0pp |
| Employer contribution / active EE | $1,729 | $7,590-77.2% | $6,785-74.5% | $4,751-63.6% |
| Participant deferral / active EE | $11,516 | $11,622-0.9% | $10,408+10.7% | $6,710+71.6% |
| Admin fee / account holder | $31 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |