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 | $62,083 | $105,126-40.9% | $94,646-34.4% | $139,434-55.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.39% | 38.03%-29.6pp | 156.71%-148.3pp | 372.94%-364.6pp |
| Employer contribution / active EE | $26,241 | $4,106+539.2% | $3,672+614.6% | $4,751+452.4% |
| Participant deferral / active EE | $16,478 | $7,599+116.8% | $7,418+122.1% | $6,710+145.6% |
| Admin fee / account holder | $54 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |