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 5-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 | $226,792 | $179,726+26.2% | $156,263+45.1% | $142,382+59.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.99% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $18,500 | $5,069+265.0% | $4,333+326.9% | $4,299+330.3% |
| Participant deferral / active EE | $20,000 | $6,956+187.5% | $6,158+224.8% | $6,507+207.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |