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 | $113,242 | $176,662-35.9% | $130,648-13.3% | $152,861-25.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.53% | 2692.24%-2686.7pp | 1708.96%-1703.4pp | 345.32%-339.8pp |
| Employer contribution / active EE | $5,850 | $5,742+1.9% | $4,092+43.0% | $4,762+22.8% |
| Participant deferral / active EE | $14,667 | $4,361+236.3% | $3,603+307.1% | $5,850+150.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |