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 6-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 | $235,653 | $111,814+110.8% | $103,374+128.0% | $145,959+61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.03% | 24.77%-15.7pp | 24.89%-15.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,180 | $4,214-24.5% | $3,869-17.8% | $4,661-31.8% |
| Participant deferral / active EE | $15,250 | $5,618+171.4% | $5,058+201.5% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |