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 | $83,350 | $209,832-60.3% | $189,513-56.0% | $167,490-50.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.24% | 748.27%-741.0pp | 555.15%-547.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,625 | $6,914-62.0% | $6,162-57.4% | $4,837-45.7% |
| Participant deferral / active EE | $12,825 | $8,935+43.5% | $8,221+56.0% | $6,341+102.2% |
| Admin fee / account holder | $50 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |