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 | $156,101 | $183,963-15.1% | $162,163-3.7% | $152,861+2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.07% | 150.76%-149.7pp | 115.59%-114.5pp | 345.32%-344.2pp |
| Employer contribution / active EE | $2,957 | $6,371-53.6% | $5,614-47.3% | $4,762-37.9% |
| Participant deferral / active EE | $12,000 | $8,034+49.4% | $7,298+64.4% | $5,850+105.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |