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 | $222,819 | $183,519+21.4% | $155,509+43.3% | $145,922+52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.59% | 61.17%-60.6pp | 64.67%-64.1pp | 561.29%-560.7pp |
| Employer contribution / active EE | $7,180 | $5,313+35.1% | $4,672+53.7% | $4,660+54.1% |
| Participant deferral / active EE | $15,333 | $6,462+137.3% | $5,626+172.5% | $6,688+129.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |