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 | $199,739 | $176,812+13.0% | $146,665+36.2% | $167,490+19.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.29% | 24.03%-23.7pp | 22.74%-22.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $15,000 | $5,160+190.7% | $4,136+262.6% | $4,837+210.1% |
| Participant deferral / active EE | $22,750 | $6,440+253.3% | $5,506+313.2% | $6,341+258.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |