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 | $81,680 | $154,117-47.0% | $129,995-37.2% | $139,434-41.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.97% | 32.48%-27.5pp | -137.18%+142.1pp | 372.94%-368.0pp |
| Employer contribution / active EE | $11,469 | $5,289+116.8% | $4,320+165.5% | $4,751+141.4% |
| Participant deferral / active EE | $10,250 | $6,710+52.8% | $5,820+76.1% | $6,710+52.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |