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 | $134,785 | $157,256-14.3% | $141,162-4.5% | $152,861-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.37% | 64.32%-51.9pp | 71.39%-59.0pp | 345.32%-332.9pp |
| Employer contribution / active EE | $18,608 | $5,261+253.7% | $4,735+293.0% | $4,762+290.7% |
| Participant deferral / active EE | $9,415 | $7,109+32.4% | $6,709+40.3% | $5,850+60.9% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |