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 8-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 | $103,166 | $109,817-6.1% | $98,442+4.8% | $167,490-38.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 7.34% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $3,872 | $3,224+20.1% | $2,960+30.8% | $4,837-20.0% |
| Participant deferral / active EE | $12,400 | $4,673+165.3% | $4,276+190.0% | $6,341+95.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |