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 | $83,896 | $177,572-52.8% | $154,803-45.8% | $142,382-41.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 8.71% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $8,064 | $4,810+67.6% | $4,305+87.3% | $4,299+87.6% |
| Participant deferral / active EE | $5,952 | $6,272-5.1% | $5,540+7.4% | $6,507-8.5% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |