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 | $100,815 | $102,966-2.1% | $90,281+11.7% | $152,861-34.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.04% | 95.16%-87.1pp | 78.10%-70.1pp | 345.32%-337.3pp |
| Employer contribution / active EE | $11,936 | $3,139+280.3% | $2,854+318.2% | $4,762+150.6% |
| Participant deferral / active EE | $9,388 | $4,281+119.3% | $3,885+141.6% | $5,850+60.5% |
| Admin fee / account holder | $280 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |