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 | $105,103 | $159,934-34.3% | $147,005-28.5% | $145,959-28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $3,284 | $5,287-37.9% | $4,934-33.4% | $4,661-29.5% |
| Participant deferral / active EE | $6,217 | $8,427-26.2% | $8,070-23.0% | $6,689-7.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |