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 | $201,441 | $100,773+99.9% | $88,946+126.5% | $142,382+41.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.23% | 70.18%-61.0pp | 57.82%-48.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,353 | $2,918+49.2% | $2,555+70.4% | $4,299+1.3% |
| Participant deferral / active EE | $9,193 | $5,230+75.8% | $4,581+100.7% | $6,507+41.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |