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 7-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 | $103,261 | $209,832-50.8% | $189,513-45.5% | $167,490-38.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.15% | 748.27%-746.1pp | 555.15%-553.0pp | 478.56%-476.4pp |
| Employer contribution / active EE | $1,824 | $6,914-73.6% | $6,162-70.4% | $4,837-62.3% |
| Participant deferral / active EE | $15,608 | $8,935+74.7% | $8,221+89.9% | $6,341+146.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |