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 | $64,431 | $226,064-71.5% | $182,532-64.7% | $152,861-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.61% | 192.51%-186.9pp | 148.54%-142.9pp | 345.32%-339.7pp |
| Employer contribution / active EE | $19,967 | $4,978+301.1% | $4,076+389.8% | $4,762+319.3% |
| Participant deferral / active EE | $11,702 | $6,368+83.8% | $5,524+111.8% | $5,850+100.0% |
| Admin fee / account holder | $59 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |