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 | $72,318 | $121,625-40.5% | $104,607-30.9% | $158,922-54.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.58% | 465.26%-464.7pp | 340.46%-339.9pp | 302.83%-302.2pp |
| Employer contribution / active EE | $19,012 | $3,163+501.1% | $2,681+609.2% | $4,761+299.3% |
| Participant deferral / active EE | $10,803 | $4,177+158.6% | $3,740+188.9% | $5,982+80.6% |
| Admin fee / account holder | $201 | $7,787-97.4% | $6,473-96.9% | $11,246-98.2% |