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 | $233,529 | $202,318+15.4% | $172,739+35.2% | $152,861+52.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 4.93% | 1029.65%-1024.7pp | 802.84%-797.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $4,710 | $5,856-19.6% | $5,143-8.4% | $4,762-1.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |