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 | $48,209 | $183,963-73.8% | $162,163-70.3% | $152,861-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.27% | 150.76%-139.5pp | 115.59%-104.3pp | 345.32%-334.0pp |
| Employer contribution / active EE | $21,507 | $6,371+237.6% | $5,614+283.1% | $4,762+351.6% |
| Participant deferral / active EE | $13,975 | $8,034+73.9% | $7,298+91.5% | $5,850+138.9% |
| Admin fee / account holder | $60 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |