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 5-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 | $64,965 | $201,272-67.7% | $184,203-64.7% | $145,922-55.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.58% | 29.00%-19.4pp | 28.81%-19.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $14,532 | $7,022+107.0% | $6,427+126.1% | $4,660+211.9% |
| Participant deferral / active EE | $13,812 | $9,806+40.9% | $9,131+51.3% | $6,688+106.5% |
| Admin fee / account holder | $83 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |