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 | $159,185 | $107,334+48.3% | $92,893+71.4% | $152,861+4.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 6.81% | 145.58%-138.8pp | 109.41%-102.6pp | 345.32%-338.5pp |
| Employer contribution / active EE | $8,330 | $4,221+97.4% | $3,653+128.1% | $4,762+74.9% |
| Participant deferral / active EE | $6,986 | $4,845+44.2% | $4,236+64.9% | $5,850+19.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |