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 7-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 | $235,827 | $163,101+44.6% | $136,749+72.5% | $142,382+65.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -6.33% | 27.54%-33.9pp | 24.33%-30.7pp | 217.08%-223.4pp |
| Employer contribution / active EE | $4,247 | $4,117+3.2% | $3,400+24.9% | $4,299-1.2% |
| Participant deferral / active EE | $7,374 | $5,585+32.0% | $4,692+57.2% | $6,507+13.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |