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 | $179,726-46.2% | $156,263-38.2% | $142,382-32.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.41% | 77.86%-73.5pp | 59.47%-55.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $10,967 | $5,069+116.3% | $4,333+153.1% | $4,299+155.1% |
| Participant deferral / active EE | $15,571 | $6,956+123.9% | $6,158+152.9% | $6,507+139.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |