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 | $159,948 | $106,515+50.2% | $96,683+65.4% | $139,434+14.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.02% | 38.43%-28.4pp | 35.69%-25.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $5,102 | $4,103+24.4% | $3,737+36.5% | $4,751+7.4% |
| Participant deferral / active EE | $14,406 | $5,454+164.1% | $4,878+195.3% | $6,710+114.7% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |