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 8-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 | $132,936 | $157,256-15.5% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.15% | 64.32%-55.2pp | 71.39%-62.2pp | 345.32%-336.2pp |
| Employer contribution / active EE | $13,088 | $5,261+148.8% | $4,735+176.4% | $4,762+174.8% |
| Participant deferral / active EE | $11,338 | $7,109+59.5% | $6,709+69.0% | $5,850+93.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |