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 7-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 | $171,988 | $214,378-19.8% | $200,582-14.3% | $142,382+20.8% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 7.09% | 46.41%-39.3pp | 42.33%-35.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $8,007 | $6,841+17.0% | $6,419+24.7% | $4,299+86.2% |
| Participant deferral / active EE | $8,587 | $9,865-13.0% | $9,331-8.0% | $6,507+32.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |