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 | $216,067 | $177,572+21.7% | $154,803+39.6% | $142,382+51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.43% | 65.07%-57.6pp | 58.88%-51.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $18,687 | $4,810+288.5% | $4,305+334.0% | $4,299+334.7% |
| Participant deferral / active EE | $12,984 | $6,272+107.0% | $5,540+134.4% | $6,507+99.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |