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 | $205,575 | $226,064-9.1% | $182,532+12.6% | $152,861+34.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 6.31% | 192.51%-186.2pp | 148.54%-142.2pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,343 | $4,978-52.9% | $4,076-42.5% | $4,762-50.8% |
| Participant deferral / active EE | $2,910 | $6,368-54.3% | $5,524-47.3% | $5,850-50.3% |
| Admin fee / account holder | $17 | $10,703-99.8% | $8,592-99.8% | $11,596-99.9% |