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 | $35,486 | $157,256-77.4% | $141,162-74.9% | $152,861-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.86% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $13,872 | $5,261+163.7% | $4,735+193.0% | $4,762+191.3% |
| Participant deferral / active EE | $10,371 | $7,109+45.9% | $6,709+54.6% | $5,850+77.3% |
| Admin fee / account holder | $19 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |