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 | $128,267 | $80,812+58.7% | $160,784-20.2% | $82,448+55.6% |
| Participation rate | 86.8% | 66.2%+20.6pp | 77.0%+9.9pp | 68.1%+18.8pp |
| Annual return | 12.77% | 100.59%-87.8pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,795 | $2,174+74.6% | $3,733+1.7% | $2,551+48.8% |
| Participant deferral / active EE | $8,209 | $4,335+89.3% | $6,293+30.4% | $4,139+98.3% |
| Admin fee / account holder | $96 | $7,695-98.8% | $9,717-99.0% | $7,234-98.7% |