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 7-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 | $116,140 | $111,754+3.9% | $103,333+12.4% | $145,922-20.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.67% | 24.77%-21.1pp | 24.88%-21.2pp | 561.29%-557.6pp |
| Employer contribution / active EE | $3,020 | $4,212-28.3% | $3,868-21.9% | $4,660-35.2% |
| Participant deferral / active EE | $7,649 | $5,619+36.1% | $5,057+51.2% | $6,688+14.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |