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 | $181,233 | $117,983+53.6% | $101,794+78.0% | $142,382+27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.91% | 36.92%-32.0pp | 30.53%-25.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $4,804 | $2,773+73.3% | $2,289+109.9% | $4,299+11.7% |
| Participant deferral / active EE | $5,571 | $4,714+18.2% | $4,084+36.4% | $6,507-14.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |