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 | $127,809 | $217,402-41.2% | $185,823-31.2% | $167,490-23.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.86% | 148.36%-142.5pp | 122.05%-116.2pp | 478.56%-472.7pp |
| Employer contribution / active EE | $2,307 | $5,873-60.7% | $5,167-55.3% | $4,837-52.3% |
| Participant deferral / active EE | $10,400 | $6,356+63.6% | $5,568+86.8% | $6,341+64.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |