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 | $189,807 | $115,882+63.8% | $100,516+88.8% | $158,922+19.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.07% | 34.79%-28.7pp | 30.89%-24.8pp | 302.83%-296.8pp |
| Employer contribution / active EE | $11,062 | $4,103+169.6% | $3,418+223.7% | $4,761+132.3% |
| Participant deferral / active EE | $13,179 | $6,674+97.5% | $6,270+110.2% | $5,982+120.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |