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 | $195,057 | $111,301+75.3% | $112,977+72.7% | $158,922+22.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 5.36% | 26.40%-21.0pp | 24.24%-18.9pp | 302.83%-297.5pp |
| Employer contribution / active EE | $19,295 | $4,471+331.5% | $4,255+353.5% | $4,761+305.3% |
| Participant deferral / active EE | $13,940 | $5,880+137.1% | $5,836+138.9% | $5,982+133.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |