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 | $125,221 | $107,334+16.7% | $92,893+34.8% | $152,861-18.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.59% | 145.58%-143.0pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $8,971 | $4,221+112.5% | $3,653+145.6% | $4,762+88.4% |
| Participant deferral / active EE | $10,814 | $4,845+123.2% | $4,236+155.3% | $5,850+84.8% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |