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 | $122,543 | $198,466-38.3% | $170,442-28.1% | $147,584-17.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.75% | 257.29%-255.5pp | 205.93%-204.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $11,765 | $6,184+90.3% | $5,433+116.6% | $4,876+141.3% |
| Participant deferral / active EE | $7,397 | $5,629+31.4% | $4,939+49.8% | $5,439+36.0% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |