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 | $227,069 | $159,602+42.3% | $150,045+51.3% | $142,382+59.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 9.11% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $6,951 | $4,961+40.1% | $4,693+48.1% | $4,299+61.7% |
| Participant deferral / active EE | $3,199 | $8,310-61.5% | $7,997-60.0% | $6,507-50.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |