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 | $98,125 | $57,281+71.3% | $86,612+13.3% | $75,163+30.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 12.34% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $7,782 | $2,314+236.2% | $3,022+157.5% | $2,670+191.5% |
| Participant deferral / active EE | $7,562 | $3,318+127.9% | $4,438+70.4% | $4,125+83.3% |
| Admin fee / account holder | $80 | $4,112-98.1% | $5,614-98.6% | $5,651-98.6% |