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 | $76,751 | $177,572-56.8% | $154,803-50.4% | $142,382-46.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.05% | 65.07%-61.0pp | 58.88%-54.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $7,054 | $4,810+46.6% | $4,305+63.8% | $4,299+64.1% |
| Participant deferral / active EE | $5,875 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |