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 | $119,858 | $185,822-35.5% | $169,993-29.5% | $139,434-14.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.21% | 60.50%-56.3pp | 53.37%-49.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $13,724 | $7,590+80.8% | $6,785+102.3% | $4,751+188.9% |
| Participant deferral / active EE | $14,197 | $11,622+22.2% | $10,408+36.4% | $6,710+111.6% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |