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 | $103,646 | $157,256-34.1% | $141,162-26.6% | $152,861-32.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 6.76% | 64.32%-57.6pp | 71.39%-64.6pp | 345.32%-338.6pp |
| Employer contribution / active EE | $5,762 | $5,261+9.5% | $4,735+21.7% | $4,762+21.0% |
| Participant deferral / active EE | $7,186 | $7,109+1.1% | $6,709+7.1% | $5,850+22.8% |
| Admin fee / account holder | $6 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |