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 | $154,411 | $102,616+50.5% | $81,983+88.3% | $158,922-2.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -5.00% | 61.04%-66.0pp | 41.31%-46.3pp | 302.83%-307.8pp |
| Employer contribution / active EE | $4,385 | $3,240+35.3% | $2,498+75.5% | $4,761-7.9% |
| Participant deferral / active EE | $8,631 | $4,648+85.7% | $3,722+131.9% | $5,982+44.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |