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 | $161,064 | $102,604+57.0% | $86,188+86.9% | $139,434+15.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.68% | 1922.51%-1914.8pp | 1168.45%-1160.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $14,065 | $4,676+200.8% | $3,985+252.9% | $6,710+109.6% |
| Admin fee / account holder | $196 | $8,657-97.7% | $6,852-97.1% | $11,403-98.3% |