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 | $62,748 | $198,466-68.4% | $170,442-63.2% | $147,584-57.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.29% | 257.29%-253.0pp | 205.93%-201.6pp | 578.55%-574.3pp |
| Employer contribution / active EE | $7,789 | $6,184+26.0% | $5,433+43.4% | $4,876+59.7% |
| Participant deferral / active EE | $5,508 | $5,629-2.2% | $4,939+11.5% | $5,439+1.3% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |