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 | $165,523 | $111,754+48.1% | $103,333+60.2% | $145,922+13.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.21% | 24.77%-20.6pp | 24.88%-20.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $14,658 | $4,212+248.0% | $3,868+279.0% | $4,660+214.6% |
| Participant deferral / active EE | $14,882 | $5,619+164.9% | $5,057+194.3% | $6,688+122.5% |
| Admin fee / account holder | $69 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |