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 | $35,702 | $107,334-66.7% | $92,893-61.6% | $152,861-76.6% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 6.65% | 145.58%-138.9pp | 109.41%-102.8pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,130 | $4,221-25.9% | $3,653-14.3% | $4,762-34.3% |
| Participant deferral / active EE | $9,075 | $4,845+87.3% | $4,236+114.2% | $5,850+55.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |