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 | $43,595 | $157,256-72.3% | $141,162-69.1% | $152,861-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.71% | 64.32%-55.6pp | 71.39%-62.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $8,083 | $5,261+53.6% | $4,735+70.7% | $4,762+69.7% |
| Participant deferral / active EE | $12,667 | $7,109+78.2% | $6,709+88.8% | $5,850+116.5% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |