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 | $141,017 | $98,750+42.8% | $149,696-5.8% | $79,858+76.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 8.46% | 27.43%-19.0pp | 276.60%-268.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,210 | $3,216-62.4% | $4,644-73.9% | $2,471-51.0% |
| Participant deferral / active EE | $11,911 | $5,680+109.7% | $6,842+74.1% | $3,740+218.5% |
| Admin fee / account holder | $298 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |