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 | $140,678 | $99,877+40.9% | $84,966+65.6% | $145,922-3.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 4.23% | 83.76%-79.5pp | 66.38%-62.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,435 | $3,231-55.6% | $2,727-47.4% | $4,660-69.2% |
| Participant deferral / active EE | $1,541 | $5,291-70.9% | $4,519-65.9% | $6,688-77.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |