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 | $237,701 | $159,901+48.7% | $146,958+61.7% | $145,922+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,558 | $5,286-51.6% | $4,933-48.1% | $4,660-45.1% |
| Participant deferral / active EE | $4,706 | $8,428-44.2% | $8,070-41.7% | $6,688-29.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |