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 | $98,835 | $157,256-37.2% | $141,162-30.0% | $152,861-35.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 12.14% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $3,771 | $5,261-28.3% | $4,735-20.4% | $4,762-20.8% |
| Participant deferral / active EE | $13,710 | $7,109+92.8% | $6,709+104.4% | $5,850+134.4% |
| Admin fee / account holder | $46 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |