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 | $79,296 | $154,228-48.6% | $145,433-45.5% | $137,256-42.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.83% | 74.59%-65.8pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,385 | $4,804-71.2% | $4,554-69.6% | $4,156-66.7% |
| Participant deferral / active EE | $16,102 | $8,216+96.0% | $7,897+103.9% | $6,407+151.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |