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 | $80,571 | $209,832-61.6% | $189,513-57.5% | $167,490-51.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.71% | 748.27%-744.6pp | 555.15%-551.4pp | 478.56%-474.9pp |
| Employer contribution / active EE | $7,771 | $6,914+12.4% | $6,162+26.1% | $4,837+60.6% |
| Participant deferral / active EE | $13,794 | $8,935+54.4% | $8,221+67.8% | $6,341+117.5% |
| Admin fee / account holder | $105 | $14,293-99.3% | $12,045-99.1% | $12,309-99.2% |