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 10-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 | $211,348 | $115,882+82.4% | $100,516+110.3% | $158,922+33.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.61% | 34.79%-32.2pp | 30.89%-28.3pp | 302.83%-300.2pp |
| Employer contribution / active EE | $16,261 | $4,103+296.3% | $3,418+375.8% | $4,761+241.5% |
| Participant deferral / active EE | $12,603 | $6,674+88.8% | $6,270+101.0% | $5,982+110.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |