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 | $127,791 | $202,432-36.9% | $169,368-24.5% | $139,434-8.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.54% | 531.74%-528.2pp | 405.60%-402.1pp | 372.94%-369.4pp |
| Employer contribution / active EE | $31,667 | $4,692+574.9% | $4,013+689.2% | $4,751+566.6% |
| Participant deferral / active EE | $21,833 | $6,938+214.7% | $6,221+250.9% | $6,710+225.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |