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 9-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 | $206,763 | $181,894+13.7% | $156,549+32.1% | $273,961-24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.10% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $11,192 | $6,248+79.1% | $5,501+103.5% | $4,869+129.9% |
| Participant deferral / active EE | $7,153 | $5,550+28.9% | $4,871+46.8% | $5,287+35.3% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |