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 | $235,248 | $209,832+12.1% | $189,513+24.1% | $167,490+40.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 7.34% | 748.27%-740.9pp | 555.15%-547.8pp | 478.56%-471.2pp |
| Employer contribution / active EE | $11,250 | $6,914+62.7% | $6,162+82.6% | $4,837+132.6% |
| Participant deferral / active EE | $9,750 | $8,935+9.1% | $8,221+18.6% | $6,341+53.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |