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 | $208,294 | $185,822+12.1% | $169,993+22.5% | $139,434+49.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.47% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $24,314 | $7,590+220.3% | $6,785+258.3% | $4,751+411.8% |
| Participant deferral / active EE | $31,995 | $11,622+175.3% | $10,408+207.4% | $6,710+376.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |