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 7-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 | $143,036 | $148,534-3.7% | $135,903+5.2% | $139,434+2.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.64% | 79.19%-71.6pp | 68.23%-60.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $40,500 | $5,243+672.5% | $4,856+734.0% | $4,751+752.5% |
| Participant deferral / active EE | $23,411 | $8,100+189.0% | $7,758+201.8% | $6,710+248.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |