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 | $226,693 | $214,378+5.7% | $200,582+13.0% | $142,382+59.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.89% | 46.41%-43.5pp | 42.33%-39.4pp | 217.08%-214.2pp |
| Employer contribution / active EE | $5,402 | $6,841-21.0% | $6,419-15.8% | $4,299+25.7% |
| Participant deferral / active EE | $8,450 | $9,865-14.3% | $9,331-9.4% | $6,507+29.9% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |