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 | $172,241 | $214,378-19.7% | $200,582-14.1% | $142,382+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.98% | 46.41%-39.4pp | 42.33%-35.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $16,743 | $6,841+144.7% | $6,419+160.8% | $4,299+289.4% |
| Participant deferral / active EE | $11,533 | $9,865+16.9% | $9,331+23.6% | $6,507+77.2% |
| Admin fee / account holder | $48 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |