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 5-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 | $187,077 | $209,832-10.8% | $189,513-1.3% | $167,490+11.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.15% | 748.27%-742.1pp | 555.15%-549.0pp | 478.56%-472.4pp |
| Employer contribution / active EE | $13,722 | $6,914+98.5% | $6,162+122.7% | $4,837+183.7% |
| Participant deferral / active EE | $8,167 | $8,935-8.6% | $8,221-0.7% | $6,341+28.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |