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 | $127,574 | $171,865-25.8% | $149,718-14.8% | $147,584-13.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.53% | 2113.22%-2106.7pp | 1501.63%-1495.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $13,998 | $6,275+123.1% | $5,445+157.1% | $4,876+187.1% |
| Participant deferral / active EE | $8,000 | $7,271+10.0% | $6,569+21.8% | $5,439+47.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |