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 5-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 | $196,419 | $112,729+74.2% | $98,716+99.0% | $137,256+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.35% | 38.48%-31.1pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $3,714 | $2,725+36.3% | $2,279+63.0% | $4,156-10.6% |
| Participant deferral / active EE | $18,250 | $4,640+293.3% | $4,048+350.9% | $6,407+184.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |