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 | $219,729 | $198,466+10.7% | $170,442+28.9% | $147,584+48.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.31% | 257.29%-249.0pp | 205.93%-197.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $15,446 | $6,184+149.8% | $5,433+184.3% | $4,876+216.7% |
| Participant deferral / active EE | $10,491 | $5,629+86.4% | $4,939+112.4% | $5,439+92.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |