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 | $245,099 | $159,901+53.3% | $146,958+66.8% | $145,922+68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.85% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $19,016 | $5,286+259.7% | $4,933+285.5% | $4,660+308.1% |
| Participant deferral / active EE | $14,531 | $8,428+72.4% | $8,070+80.1% | $6,688+117.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |