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 | $209,213 | $209,832-0.3% | $189,513+10.4% | $167,490+24.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.26% | 748.27%-740.0pp | 555.15%-546.9pp | 478.56%-470.3pp |
| Employer contribution / active EE | $11,200 | $6,914+62.0% | $6,162+81.8% | $4,837+131.5% |
| Participant deferral / active EE | $15,167 | $8,935+69.7% | $8,221+84.5% | $6,341+139.2% |
| Admin fee / account holder | $7 | $14,293-100.0% | $12,045-99.9% | $12,309-99.9% |