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 | $231,045 | $162,781+41.9% | $133,956+72.5% | $158,922+45.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.01% | 41.94%-39.9pp | 45.09%-43.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,744 | $4,975-65.0% | $3,919-55.5% | $4,761-63.4% |
| Participant deferral / active EE | $10,400 | $5,911+75.9% | $5,048+106.0% | $5,982+73.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |