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 | $210,654 | $112,096+87.9% | $95,952+119.5% | $158,922+32.6% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 4.17% | 171.09%-166.9pp | 91.61%-87.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $3,015 | $3,198-5.7% | $2,541+18.7% | $4,761-36.7% |
| Participant deferral / active EE | $5,909 | $4,784+23.5% | $4,167+41.8% | $5,982-1.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |