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 5-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 | $162,334 | $159,901+1.5% | $146,958+10.5% | $145,922+11.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $36,455 | $5,286+589.6% | $4,933+639.0% | $4,660+682.4% |
| Participant deferral / active EE | $13,277 | $8,428+57.5% | $8,070+64.5% | $6,688+98.5% |
| Admin fee / account holder | $96 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |