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 6-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 | $77,714 | $201,272-61.4% | $184,203-57.8% | $145,922-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.85% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $8,150 | $7,022+16.1% | $6,427+26.8% | $4,660+74.9% |
| Participant deferral / active EE | $3,600 | $9,806-63.3% | $9,131-60.6% | $6,688-46.2% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |