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 | $112,417 | $177,572-36.7% | $154,803-27.4% | $142,382-21.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.50% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $12,366 | $4,810+157.1% | $4,305+187.2% | $4,299+187.6% |
| Participant deferral / active EE | $11,333 | $6,272+80.7% | $5,540+104.6% | $6,507+74.2% |
| Admin fee / account holder | $230 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |