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 | $249,196 | $112,881+120.8% | $90,951+174.0% | $158,922+56.8% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 0.40% | 215.79%-215.4pp | 134.60%-134.2pp | 302.83%-302.4pp |
| Employer contribution / active EE | $5,033 | $2,893+73.9% | $2,122+137.2% | $4,761+5.7% |
| Participant deferral / active EE | $5,449 | $4,128+32.0% | $3,373+61.6% | $5,982-8.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |