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 6-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 | $78,733 | $214,378-63.3% | $200,582-60.7% | $142,382-44.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.07% | 46.41%-42.3pp | 42.33%-38.3pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,920 | $6,841-71.9% | $6,419-70.1% | $4,299-55.3% |
| Participant deferral / active EE | $11,983 | $9,865+21.5% | $9,331+28.4% | $6,507+84.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |