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 | $127,424 | $227,553-44.0% | $189,557-32.8% | $167,490-23.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 4.87% | 78.40%-73.5pp | 64.17%-59.3pp | 478.56%-473.7pp |
| Employer contribution / active EE | $15,654 | $5,316+194.5% | $4,412+254.8% | $4,837+223.6% |
| Participant deferral / active EE | $8,258 | $7,002+17.9% | $6,174+33.8% | $6,341+30.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |