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 | $88,356 | $202,432-56.4% | $169,368-47.8% | $139,434-36.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.81% | 531.74%-526.9pp | 405.60%-400.8pp | 372.94%-368.1pp |
| Employer contribution / active EE | $6,773 | $4,692+44.3% | $4,013+68.8% | $4,751+42.6% |
| Participant deferral / active EE | $5,366 | $6,938-22.7% | $6,221-13.7% | $6,710-20.0% |
| Admin fee / account holder | $67 | $10,708-99.4% | $9,003-99.3% | $11,403-99.4% |