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 7-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 | $49,631 | $202,318-75.5% | $172,739-71.3% | $152,861-67.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.13% | 1029.65%-1027.5pp | 802.84%-800.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $22,259 | $5,856+280.1% | $5,143+332.8% | $4,762+367.4% |
| Participant deferral / active EE | $15,168 | $5,948+155.0% | $5,198+191.8% | $5,850+159.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |