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 | $192,083 | $157,256+22.1% | $141,162+36.1% | $152,861+25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.36% | 64.32%-51.0pp | 71.39%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $8,862 | $5,261+68.5% | $4,735+87.2% | $4,762+86.1% |
| Participant deferral / active EE | $9,346 | $7,109+31.5% | $6,709+39.3% | $5,850+59.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |