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 | $106,692 | $105,126+1.5% | $94,646+12.7% | $139,434-23.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 38.03%-26.6pp | 156.71%-145.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $11,452 | $4,106+178.9% | $3,672+211.9% | $4,751+141.1% |
| Participant deferral / active EE | $23,794 | $7,599+213.1% | $7,418+220.8% | $6,710+254.6% |
| Admin fee / account holder | $64 | $8,984-99.3% | $7,231-99.1% | $11,403-99.4% |