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 | $114,609 | $214,378-46.5% | $200,582-42.9% | $142,382-19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.05% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $17,906 | $6,841+161.7% | $6,419+179.0% | $4,299+316.5% |
| Participant deferral / active EE | $18,500 | $9,865+87.5% | $9,331+98.3% | $6,507+184.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |