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 | $86,418 | $106,515-18.9% | $96,683-10.6% | $139,434-38.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $7,257 | $4,103+76.9% | $3,737+94.2% | $4,751+52.8% |
| Participant deferral / active EE | $5,488 | $5,454+0.6% | $4,878+12.5% | $6,710-18.2% |
| Admin fee / account holder | $175 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |