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 | $206,360 | $85,202+142.2% | $172,739+19.5% | $72,985+182.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.82% | 27.32%-24.5pp | 802.84%-800.0pp | 81.00%-78.2pp |
| Employer contribution / active EE | $3,511 | $3,324+5.6% | $5,143-31.7% | $2,440+43.9% |
| Participant deferral / active EE | $6,723 | $3,260+106.2% | $5,198+29.4% | $3,607+86.4% |
| Admin fee / account holder | $5 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |