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 | $87,316 | $107,334-18.7% | $92,893-6.0% | $152,861-42.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.93% | 145.58%-138.7pp | 109.41%-102.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $1,669 | $4,221-60.5% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $12,794 | $4,845+164.1% | $4,236+202.0% | $5,850+118.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |