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 7-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 | $137,064 | $209,832-34.7% | $189,513-27.7% | $167,490-18.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.22% | 748.27%-745.1pp | 555.15%-551.9pp | 478.56%-475.3pp |
| Employer contribution / active EE | $16,373 | $6,914+136.8% | $6,162+165.7% | $4,837+238.5% |
| Participant deferral / active EE | $17,731 | $8,935+98.4% | $8,221+115.7% | $6,341+179.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |