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 | $140,161 | $103,376+35.6% | $87,100+60.9% | $152,861-8.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 1.24% | 28.10%-26.9pp | 28.19%-27.0pp | 345.32%-344.1pp |
| Employer contribution / active EE | $4,130 | $3,220+28.2% | $2,521+63.8% | $4,762-13.3% |
| Participant deferral / active EE | $3,237 | $4,778-32.2% | $4,049-20.0% | $5,850-44.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |