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 | $67,347 | $106,890-37.0% | $84,015-19.8% | $152,861-55.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 2.44% | 104.99%-102.5pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $8,757 | $2,734+220.3% | $1,983+341.5% | $4,762+83.9% |
| Participant deferral / active EE | $7,460 | $4,011+86.0% | $3,239+130.4% | $5,850+27.5% |
| Admin fee / account holder | $276 | $8,285-96.7% | $6,101-95.5% | $11,596-97.6% |