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 | $197,538 | $162,781+21.4% | $133,956+47.5% | $158,922+24.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.56% | 41.94%-39.4pp | 45.09%-42.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,017 | $4,975-79.6% | $3,919-74.0% | $4,761-78.6% |
| Participant deferral / active EE | $7,220 | $5,911+22.2% | $5,048+43.0% | $5,982+20.7% |
| Admin fee / account holder | $54 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |