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 3-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 | $92,801 | $177,572-47.7% | $154,803-40.1% | $142,382-34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.60% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $16,131 | $4,810+235.3% | $4,305+274.7% | $4,299+275.2% |
| Participant deferral / active EE | $18,640 | $6,272+197.2% | $5,540+236.4% | $6,507+186.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |