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 | $227,939 | $67,606+237.2% | $82,313+176.9% | $70,131+225.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.25% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $6,177 | $1,755+252.0% | $2,428+154.4% | $2,342+163.7% |
| Participant deferral / active EE | $4,177 | $2,987+39.8% | $3,706+12.7% | $3,332+25.4% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |