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 | $100,140 | $124,281-19.4% | $109,143-8.2% | $167,490-40.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.90% | 26.04%-17.1pp | 25.75%-16.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,657 | $4,207-60.6% | $3,722-55.5% | $4,837-65.7% |
| Participant deferral / active EE | $13,272 | $5,255+152.6% | $4,653+185.2% | $6,341+109.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |