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 | $249,669 | $157,256+58.8% | $141,162+76.9% | $152,861+63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.28% | 64.32%-61.0pp | 71.39%-68.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $6,356 | $5,261+20.8% | $4,735+34.2% | $4,762+33.5% |
| Participant deferral / active EE | $7,968 | $7,109+12.1% | $6,709+18.8% | $5,850+36.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |