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 | $118,039 | $154,228-23.5% | $145,433-18.8% | $137,256-14.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.09% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,504 | $4,804-27.1% | $4,554-23.1% | $4,156-15.7% |
| Participant deferral / active EE | $10,504 | $8,216+27.8% | $7,897+33.0% | $6,407+63.9% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |