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 | $109,309 | $159,602-31.5% | $150,045-27.1% | $142,382-23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.88% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,812 | $4,961+17.2% | $4,693+23.8% | $4,299+35.2% |
| Participant deferral / active EE | $10,210 | $8,310+22.9% | $7,997+27.7% | $6,507+56.9% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |