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 | $79,096 | $201,272-60.7% | $184,203-57.1% | $145,922-45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.55% | 29.00%-21.4pp | 28.81%-21.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $6,073 | $7,022-13.5% | $6,427-5.5% | $4,660+30.3% |
| Participant deferral / active EE | $7,270 | $9,806-25.9% | $9,131-20.4% | $6,688+8.7% |
| Admin fee / account holder | $250 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |