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 | $112,729+60.8% | $98,716+83.6% | $137,256+32.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.91% | 38.48%-33.6pp | 31.81%-26.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,804 | $2,725+76.3% | $2,279+110.8% | $4,156+15.6% |
| Participant deferral / active EE | $5,571 | $4,640+20.1% | $4,048+37.6% | $6,407-13.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |