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 | $183,242 | $96,305+90.3% | $80,569+127.4% | $139,434+31.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 8.94% | 1350.08%-1341.1pp | 935.43%-926.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,711 | $3,262-47.6% | $2,723-37.2% | $4,751-64.0% |
| Participant deferral / active EE | $1,854 | $5,232-64.6% | $4,447-58.3% | $6,710-72.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |