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 | $158,041 | $198,466-20.4% | $170,442-7.3% | $147,584+7.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.90% | 257.29%-249.4pp | 205.93%-198.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $10,000 | $6,184+61.7% | $5,433+84.1% | $4,876+105.1% |
| Participant deferral / active EE | $9,650 | $5,629+71.4% | $4,939+95.4% | $5,439+77.4% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |