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 | $92,791 | $185,822-50.1% | $169,993-45.4% | $139,434-33.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.71% | 60.50%-54.8pp | 53.37%-47.7pp | 372.94%-367.2pp |
| Employer contribution / active EE | $9,000 | $7,590+18.6% | $6,785+32.6% | $4,751+89.4% |
| Participant deferral / active EE | $22,500 | $11,622+93.6% | $10,408+116.2% | $6,710+235.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |