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 | $150,279 | $112,881+33.1% | $90,951+65.2% | $158,922-5.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 3.25% | 215.79%-212.5pp | 134.60%-131.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $12,215 | $2,893+322.2% | $2,122+475.7% | $4,761+156.6% |
| Participant deferral / active EE | $8,398 | $4,128+103.5% | $3,373+149.0% | $5,982+40.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |