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 | $145,506 | $112,096+29.8% | $95,952+51.6% | $158,922-8.4% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 4.44% | 171.09%-166.6pp | 91.61%-87.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,438 | $3,198-23.8% | $2,541-4.1% | $4,761-48.8% |
| Participant deferral / active EE | $5,141 | $4,784+7.5% | $4,167+23.4% | $5,982-14.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |