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 | $185,547 | $183,519+1.1% | $155,509+19.3% | $145,922+27.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.75% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $19,099 | $5,313+259.5% | $4,672+308.8% | $4,660+309.9% |
| Participant deferral / active EE | $12,200 | $6,462+88.8% | $5,626+116.8% | $6,688+82.4% |
| Admin fee / account holder | $266 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |