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 | $144,454 | $89,355+61.7% | $141,162+2.3% | $72,985+97.9% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 15.18% | 111.85%-96.7pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $4,449 | $3,114+42.9% | $4,735-6.0% | $2,440+82.4% |
| Participant deferral / active EE | $17,812 | $5,418+228.8% | $6,709+165.5% | $3,607+393.8% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |