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 | $162,922 | $85,766+90.0% | $136,294+19.5% | $70,131+132.3% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 13.82% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $6,108 | $2,966+105.9% | $4,695+30.1% | $2,342+160.7% |
| Participant deferral / active EE | $9,307 | $5,051+84.2% | $6,247+49.0% | $3,332+179.3% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |