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 | $183,119 | $81,632+124.3% | $70,449+159.9% | $158,922+15.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.28% | 208.40%-208.1pp | 109.03%-108.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $4,487 | $3,217+39.5% | $2,737+64.0% | $4,761-5.8% |
| Participant deferral / active EE | $5,066 | $4,554+11.2% | $3,709+36.6% | $5,982-15.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |