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 | $176,760 | $148,534+19.0% | $135,903+30.1% | $139,434+26.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.35% | 79.19%-73.8pp | 68.23%-62.9pp | 372.94%-367.6pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,856+105.9% | $4,751+110.5% |
| Participant deferral / active EE | $4,550 | $8,100-43.8% | $7,758-41.3% | $6,710-32.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |