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 | $110,849 | $157,256-29.5% | $141,162-21.5% | $152,861-27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.51% | 64.32%-56.8pp | 71.39%-63.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $8,982 | $5,261+70.7% | $4,735+89.7% | $4,762+88.6% |
| Participant deferral / active EE | $10,000 | $7,109+40.7% | $6,709+49.1% | $5,850+70.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |