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 | $185,418 | $111,754+65.9% | $103,333+79.4% | $145,922+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.24% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $12,631 | $4,212+199.8% | $3,868+226.6% | $4,660+171.1% |
| Participant deferral / active EE | $7,741 | $5,619+37.8% | $5,057+53.1% | $6,688+15.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |