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 | $89,691 | $177,572-49.5% | $154,803-42.1% | $142,382-37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.73% | 65.07%-56.3pp | 58.88%-50.2pp | 217.08%-208.3pp |
| Employer contribution / active EE | $9,000 | $4,810+87.1% | $4,305+109.0% | $4,299+109.3% |
| Participant deferral / active EE | $30,000 | $6,272+378.3% | $5,540+441.5% | $6,507+361.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |