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 | $37,573 | $107,334-65.0% | $92,893-59.6% | $152,861-75.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.07% | 145.58%-133.5pp | 109.41%-97.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $8,150 | $4,221+93.1% | $3,653+123.1% | $4,762+71.1% |
| Participant deferral / active EE | $11,450 | $4,845+136.3% | $4,236+170.3% | $5,850+95.7% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |