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 | $225,814 | $198,466+13.8% | $170,442+32.5% | $147,584+53.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 3.03% | 257.29%-254.3pp | 205.93%-202.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $3,043 | $6,184-50.8% | $5,433-44.0% | $4,876-37.6% |
| Participant deferral / active EE | $4,867 | $5,629-13.5% | $4,939-1.5% | $5,439-10.5% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |