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 4-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 | $99,916 | $201,272-50.4% | $184,203-45.8% | $145,922-31.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.34% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $23,470 | $7,022+234.2% | $6,427+265.2% | $4,660+403.7% |
| Participant deferral / active EE | $17,549 | $9,806+79.0% | $9,131+92.2% | $6,688+162.4% |
| Admin fee / account holder | $172 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |