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 8-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 | $102,958 | $175,202-41.2% | $149,673-31.2% | $139,434-26.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.85% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $15,880 | $5,474+190.1% | $4,818+229.6% | $4,751+234.3% |
| Participant deferral / active EE | $8,472 | $6,519+30.0% | $5,680+49.2% | $6,710+26.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |