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 | $99,238 | $154,228-35.7% | $145,433-31.8% | $137,256-27.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.24% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $5,581 | $4,804+16.2% | $4,554+22.5% | $4,156+34.3% |
| Participant deferral / active EE | $9,900 | $8,216+20.5% | $7,897+25.4% | $6,407+54.5% |
| Admin fee / account holder | $233 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |