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 | $44,550 | $88,710-49.8% | $81,783-45.5% | $145,959-69.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 8.88% | 1027.26%-1018.4pp | 775.05%-766.2pp | 561.95%-553.1pp |
| Employer contribution / active EE | $5,262 | $3,083+70.7% | $2,913+80.7% | $4,661+12.9% |
| Participant deferral / active EE | $2,943 | $4,645-36.6% | $4,320-31.9% | $6,689-56.0% |
| Admin fee / account holder | $100 | $8,407-98.8% | $7,380-98.6% | $13,398-99.3% |