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 | $233,674 | $183,963+27.0% | $162,163+44.1% | $152,861+52.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.68% | 150.76%-139.1pp | 115.59%-103.9pp | 345.32%-333.6pp |
| Employer contribution / active EE | $3,758 | $6,371-41.0% | $5,614-33.1% | $4,762-21.1% |
| Participant deferral / active EE | $18,138 | $8,034+125.8% | $7,298+148.5% | $5,850+210.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |