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 | $170,361 | $117,841+44.6% | $102,423+66.3% | $145,922+16.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 6.79% | 31.65%-24.9pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,617 | $3,615-27.6% | $3,023-13.4% | $4,660-43.8% |
| Participant deferral / active EE | $9,051 | $5,731+57.9% | $5,053+79.1% | $6,688+35.3% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |