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 7-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 | $147,116 | $124,281+18.4% | $109,143+34.8% | $167,490-12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.02% | 26.04%-17.0pp | 25.75%-16.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $11,361 | $4,207+170.0% | $3,722+205.2% | $4,837+134.8% |
| Participant deferral / active EE | $19,500 | $5,255+271.1% | $4,653+319.1% | $6,341+207.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |