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 | $173,991 | $106,515+63.3% | $96,683+80.0% | $139,434+24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.94% | 38.43%-34.5pp | 35.69%-31.8pp | 372.94%-369.0pp |
| Employer contribution / active EE | $12,046 | $4,103+193.6% | $3,737+222.4% | $4,751+153.6% |
| Participant deferral / active EE | $7,002 | $5,454+28.4% | $4,878+43.5% | $6,710+4.4% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |