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 | $78,764 | $176,056-55.3% | $159,436-50.6% | $167,490-53.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.46% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $17,951 | $5,297+238.9% | $4,829+271.7% | $4,837+271.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $297 | $12,554-97.6% | $10,799-97.3% | $12,309-97.6% |