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 | $35,225 | $202,318-82.6% | $172,739-79.6% | $152,861-77.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.52% | 1029.65%-1027.1pp | 802.84%-800.3pp | 345.32%-342.8pp |
| Employer contribution / active EE | $5,520 | $5,856-5.7% | $5,143+7.3% | $4,762+15.9% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $27 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |