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 | $133,379 | $172,111-22.5% | $150,298-11.3% | $137,256-2.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.97% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $10,224 | $4,636+120.5% | $4,154+146.1% | $4,156+146.0% |
| Participant deferral / active EE | $7,442 | $6,166+20.7% | $5,453+36.5% | $6,407+16.2% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |