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 | $143,290 | $106,584+34.4% | $101,326+41.4% | $142,382+0.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.58% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,622 | $3,956+16.8% | $3,665+26.1% | $4,299+7.5% |
| Participant deferral / active EE | $23,877 | $8,297+187.8% | $7,994+198.7% | $6,507+266.9% |
| Admin fee / account holder | $164 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |