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 | $248,138 | $483,246-48.7% | $263,330-5.8% | $483,246-48.7% |
| Participation rate | 100.0% | 93.7%+6.3pp | 80.7%+19.3pp | 93.7%+6.3pp |
| Annual return | 1.49% | 24.97%-23.5pp | 13.50%-12.0pp | 24.97%-23.5pp |
| Employer contribution / active EE | $0 | $28,334-100.0% | $12,121-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $3,701-100.0% | $7,967-100.0% |
| Admin fee / account holder | $20 | $20,852-99.9% | $4,928-99.6% | $20,852-99.9% |