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 | $97,125+107.4% | $86,233+133.6% | $137,256+46.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.23% | 74.19%-65.0pp | 61.39%-52.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $4,353 | $2,841+53.2% | $2,504+73.8% | $4,156+4.7% |
| Participant deferral / active EE | $9,193 | $5,180+77.5% | $4,559+101.6% | $6,407+43.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |