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 | $129,067 | $185,822-30.5% | $169,993-24.1% | $139,434-7.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.55% | 60.50%-51.0pp | 53.37%-43.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $29,126 | $7,590+283.7% | $6,785+329.3% | $4,751+513.1% |
| Participant deferral / active EE | $11,224 | $11,622-3.4% | $10,408+7.8% | $6,710+67.3% |
| Admin fee / account holder | $34 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |