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 4-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 | $92,989 | $201,272-53.8% | $184,203-49.5% | $145,922-36.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.58% | 29.00%-25.4pp | 28.81%-25.2pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,700 | $7,022-61.5% | $6,427-58.0% | $4,660-42.1% |
| Participant deferral / active EE | $23,000 | $9,806+134.6% | $9,131+151.9% | $6,688+243.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |