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 | $162,234 | $107,334+51.1% | $92,893+74.6% | $152,861+6.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 10.85% | 145.58%-134.7pp | 109.41%-98.6pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,084 | $4,221-74.3% | $3,653-70.3% | $4,762-77.2% |
| Participant deferral / active EE | $2,122 | $4,845-56.2% | $4,236-49.9% | $5,850-63.7% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |