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 | $198,439 | $156,846+26.5% | $121,098+63.9% | $139,434+42.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.31% | 1474.56%-1470.2pp | 985.75%-981.4pp | 372.94%-368.6pp |
| Employer contribution / active EE | $3,113 | $5,536-43.8% | $4,164-25.2% | $4,751-34.5% |
| Participant deferral / active EE | $11,250 | $4,844+132.2% | $4,080+175.8% | $6,710+67.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |