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 | $226,252 | $209,832+7.8% | $189,513+19.4% | $167,490+35.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.62% | 748.27%-741.6pp | 555.15%-548.5pp | 478.56%-471.9pp |
| Employer contribution / active EE | $9,885 | $6,914+43.0% | $6,162+60.4% | $4,837+104.3% |
| Participant deferral / active EE | $12,115 | $8,935+35.6% | $8,221+47.4% | $6,341+91.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |