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 | $50,253 | $104,907-52.1% | $84,611-40.6% | $152,861-67.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.05% | 373.79%-364.7pp | 258.74%-249.7pp | 345.32%-336.3pp |
| Employer contribution / active EE | $3,667 | $3,302+11.1% | $2,652+38.3% | $4,762-23.0% |
| Participant deferral / active EE | $8,333 | $4,688+77.8% | $3,899+113.7% | $5,850+42.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |