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 | $204,143 | $81,625+150.1% | $58,482+249.1% | $139,434+46.4% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 3.18% | 7404.20%-7401.0pp | 4239.32%-4236.1pp | 372.94%-369.8pp |
| Employer contribution / active EE | $11,696 | $1,398+736.5% | $1,053+1010.4% | $4,751+146.2% |
| Participant deferral / active EE | $6,060 | $2,557+137.0% | $1,924+215.0% | $6,710-9.7% |
| Admin fee / account holder | $142 | $3,265-95.7% | $2,516-94.4% | $11,403-98.8% |