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 9-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 | $166,947 | $72,400+130.6% | $67,502+147.3% | $145,922+14.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.30% | 7182.46%-7174.2pp | 3512.12%-3503.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,625 | $3,069-47.1% | $2,731-40.5% | $4,660-65.1% |
| Participant deferral / active EE | $5,280 | $4,783+10.4% | $4,000+32.0% | $6,688-21.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |