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 5-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 | $194,519 | $159,934+21.6% | $147,005+32.3% | $145,959+33.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.95% | 98.24%-97.3pp | 418.76%-417.8pp | 561.95%-561.0pp |
| Employer contribution / active EE | $2,430 | $5,287-54.0% | $4,934-50.8% | $4,661-47.9% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |