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 | $178,055 | $102,966+72.9% | $90,281+97.2% | $152,861+16.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.25% | 95.16%-87.9pp | 78.10%-70.8pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,084 | $3,139-65.5% | $2,854-62.0% | $4,762-77.2% |
| Participant deferral / active EE | $1,084 | $4,281-74.7% | $3,885-72.1% | $5,850-81.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |