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 | $106,144 | $106,515-0.3% | $96,683+9.8% | $139,434-23.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.47% | 38.43%-28.0pp | 35.69%-25.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $15,461 | $4,103+276.8% | $3,737+313.8% | $4,751+225.4% |
| Participant deferral / active EE | $9,380 | $5,454+72.0% | $4,878+92.3% | $6,710+39.8% |
| Admin fee / account holder | $43 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |