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 | $231,674 | $201,272+15.1% | $184,203+25.8% | $145,922+58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.11% | 29.00%-30.1pp | 28.81%-29.9pp | 561.29%-562.4pp |
| Employer contribution / active EE | $4,000 | $7,022-43.0% | $6,427-37.8% | $4,660-14.2% |
| Participant deferral / active EE | $17,000 | $9,806+73.4% | $9,131+86.2% | $6,688+154.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |