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 | $176,849 | $152,587+15.9% | $125,175+41.3% | $152,861+15.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.62% | 54.84%-52.2pp | 43.79%-41.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $10,770 | $4,946+117.7% | $3,865+178.6% | $4,762+126.1% |
| Participant deferral / active EE | $4,878 | $5,868-16.9% | $4,937-1.2% | $5,850-16.6% |
| Admin fee / account holder | $10 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |