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 | $134,082 | $89,355+50.1% | $141,162-5.0% | $72,985+83.7% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 17.66% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,728 | $3,114-44.5% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $6,689 | $5,418+23.5% | $6,709-0.3% | $3,607+85.4% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |