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 | $83,335 | $185,822-55.2% | $169,993-51.0% | $139,434-40.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.84% | 60.50%-49.7pp | 53.37%-42.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $23,415 | $7,590+208.5% | $6,785+245.1% | $4,751+392.9% |
| Participant deferral / active EE | $16,672 | $11,622+43.4% | $10,408+60.2% | $6,710+148.5% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |