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 4-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 | $204,626 | $97,744+109.3% | $103,476+97.8% | $145,922+40.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.24% | 25.41%-16.2pp | 23.90%-14.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $9,007 | $4,677+92.6% | $4,672+92.8% | $4,660+93.3% |
| Participant deferral / active EE | $1,817 | $6,603-72.5% | $6,623-72.6% | $6,688-72.8% |
| Admin fee / account holder | $13 | $12,515-99.9% | $9,413-99.9% | $13,397-99.9% |