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 | $130,935 | $183,592-28.7% | $155,567-15.8% | $145,959-10.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 3.11% | 61.24%-58.1pp | 64.74%-61.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $11,176 | $5,315+110.3% | $4,674+139.1% | $4,661+139.8% |
| Participant deferral / active EE | $9,284 | $6,464+43.6% | $5,628+65.0% | $6,689+38.8% |
| Admin fee / account holder | $10 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |