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 | $94,148 | $103,376-8.9% | $87,100+8.1% | $152,861-38.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 9.75% | 28.10%-18.3pp | 28.19%-18.4pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,339 | $3,220-58.4% | $2,521-46.9% | $4,762-71.9% |
| Participant deferral / active EE | $3,310 | $4,778-30.7% | $4,049-18.2% | $5,850-43.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |