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 | $205,341 | $112,881+81.9% | $90,951+125.8% | $158,922+29.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.48% | 215.79%-213.3pp | 134.60%-132.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $3,095 | $2,893+7.0% | $2,122+45.9% | $4,761-35.0% |
| Participant deferral / active EE | $2,532 | $4,128-38.7% | $3,373-24.9% | $5,982-57.7% |
| Admin fee / account holder | $188 | $8,041-97.7% | $5,959-96.8% | $11,246-98.3% |