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 9-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 | $170,599 | $140,588+21.3% | $123,104+38.6% | $125,391+36.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.91% | 16.80%-20.7pp | 13.22%-17.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $5,613 | $6,041-7.1% | $5,151+9.0% | $4,866+15.4% |
| Participant deferral / active EE | $7,824 | $6,980+12.1% | $6,230+25.6% | $5,352+46.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |