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 | $229,703 | $76,738+199.3% | $56,411+307.2% | $145,922+57.4% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 3.79% | 2994.23%-2990.4pp | 1701.33%-1697.5pp | 561.29%-557.5pp |
| Employer contribution / active EE | $6,057 | $1,380+339.0% | $1,039+483.2% | $4,660+30.0% |
| Participant deferral / active EE | $6,672 | $2,623+154.4% | $1,952+241.8% | $6,688-0.2% |
| Admin fee / account holder | $282 | $3,334-91.5% | $2,829-90.0% | $13,397-97.9% |