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 | $246,820 | $105,998+132.9% | $92,233+167.6% | $147,584+67.2% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 9.55% | 50.05%-40.5pp | 176.28%-166.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,043 | $4,333-52.8% | $3,679-44.5% | $4,876-58.1% |
| Participant deferral / active EE | $6,594 | $4,478+47.3% | $3,897+69.2% | $5,439+21.2% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |