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 | $212,668 | $98,750+115.4% | $149,696+42.1% | $79,858+166.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.08% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $12,847 | $3,216+299.4% | $4,644+176.6% | $2,471+419.9% |
| Participant deferral / active EE | $10,461 | $5,680+84.2% | $6,842+52.9% | $3,740+179.7% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |