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 | $160,184 | $100,773+59.0% | $88,946+80.1% | $142,382+12.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 9.61% | 70.18%-60.6pp | 57.82%-48.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $14,176 | $2,918+385.9% | $2,555+454.9% | $4,299+229.7% |
| Participant deferral / active EE | $1,810 | $5,230-65.4% | $4,581-60.5% | $6,507-72.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |