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 | $131,460 | $124,319+5.7% | $111,297+18.1% | $167,490-21.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.79% | 37.44%-31.6pp | 54.65%-48.9pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,064 | $3,435-39.9% | $2,731-24.4% | $4,837-57.3% |
| Participant deferral / active EE | $6,120 | $5,180+18.1% | $4,487+36.4% | $6,341-3.5% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |