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 | $111,731 | $148,534-24.8% | $135,903-17.8% | $139,434-19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.45% | 79.19%-69.7pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,091 | $5,243-60.1% | $4,856-56.9% | $4,751-56.0% |
| Participant deferral / active EE | $14,000 | $8,100+72.8% | $7,758+80.5% | $6,710+108.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |