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 | $103,492 | $85,766+20.7% | $136,294-24.1% | $70,131+47.6% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 12.04% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,185 | $2,966+7.4% | $4,695-32.2% | $2,342+36.0% |
| Participant deferral / active EE | $7,811 | $5,051+54.6% | $6,247+25.0% | $3,332+134.4% |
| Admin fee / account holder | $76 | $5,420-98.6% | $9,243-99.2% | $4,645-98.4% |