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 | $164,970 | $148,534+11.1% | $135,903+21.4% | $139,434+18.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.12% | 79.19%-75.1pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $23,047 | $5,243+339.6% | $4,856+374.6% | $4,751+385.1% |
| Participant deferral / active EE | $20,867 | $8,100+157.6% | $7,758+169.0% | $6,710+211.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |