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 | $240,977 | $148,534+62.2% | $135,903+77.3% | $139,434+72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.66% | 79.19%-73.5pp | 68.23%-62.6pp | 372.94%-367.3pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,856+105.9% | $4,751+110.5% |
| Participant deferral / active EE | $16,667 | $8,100+105.8% | $7,758+114.8% | $6,710+148.4% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |