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 | $154,685 | $111,724+38.5% | $93,606+65.3% | $145,922+6.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.14% | 202.98%-196.8pp | 133.20%-127.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,446 | $3,090-53.2% | $2,420-40.2% | $4,660-69.0% |
| Participant deferral / active EE | $1,185 | $4,912-75.9% | $4,411-73.1% | $6,688-82.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |