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 4-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 | $90,800 | $104,974-13.5% | $95,585-5.0% | $142,382-36.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.69% | 210.33%-202.6pp | 38.56%-30.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $12,500 | $2,779+349.9% | $2,527+394.7% | $4,299+190.8% |
| Participant deferral / active EE | $11,750 | $4,352+170.0% | $4,023+192.1% | $6,507+80.6% |
| Admin fee / account holder | $141 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |