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 | $96,620 | $178,174-45.8% | $156,181-38.1% | $137,256-29.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.41% | 84.19%-79.8pp | 64.87%-60.5pp | 220.34%-215.9pp |
| Employer contribution / active EE | $10,967 | $4,972+120.6% | $4,294+155.4% | $4,156+163.9% |
| Participant deferral / active EE | $15,571 | $6,888+126.1% | $6,132+153.9% | $6,407+143.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |