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 | $240,825 | $197,591+21.9% | $177,821+35.4% | $158,922+51.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.15% | 58.76%-54.6pp | 48.32%-44.2pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,683 | $6,697-59.9% | $5,918-54.7% | $4,761-43.6% |
| Participant deferral / active EE | $8,934 | $8,405+6.3% | $7,714+15.8% | $5,982+49.3% |
| Admin fee / account holder | $292 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |