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 | $29,204 | $217,402-86.6% | $185,823-84.3% | $167,490-82.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.97% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $5,273 | $5,873-10.2% | $5,167+2.0% | $4,837+9.0% |
| Participant deferral / active EE | $10,000 | $6,356+57.3% | $5,568+79.6% | $6,341+57.7% |
| Admin fee / account holder | $161 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |