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 | $222,961 | $202,432+10.1% | $169,368+31.6% | $139,434+59.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.24% | 531.74%-526.5pp | 405.60%-400.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $23,455 | $4,692+399.9% | $4,013+484.5% | $4,751+393.7% |
| Participant deferral / active EE | $15,075 | $6,938+117.3% | $6,221+142.3% | $6,710+124.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |