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 | $239,013 | $183,592+30.2% | $155,567+53.6% | $145,959+63.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.51% | 61.24%-56.7pp | 64.74%-60.2pp | 561.95%-557.4pp |
| Employer contribution / active EE | $13,032 | $5,315+145.2% | $4,674+178.8% | $4,661+179.6% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |