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 6-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 | $51,723 | $183,963-71.9% | $162,163-68.1% | $152,861-66.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.62% | 150.76%-141.1pp | 115.59%-106.0pp | 345.32%-335.7pp |
| Employer contribution / active EE | $16,492 | $6,371+158.9% | $5,614+193.8% | $4,762+246.3% |
| Participant deferral / active EE | $10,910 | $8,034+35.8% | $7,298+49.5% | $5,850+86.5% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |