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 | $222,206 | $157,256+41.3% | $141,162+57.4% | $152,861+45.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 9.75% | 64.32%-54.6pp | 71.39%-61.6pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,458 | $5,261-53.3% | $4,735-48.1% | $4,762-48.4% |
| Participant deferral / active EE | $13,497 | $7,109+89.9% | $6,709+101.2% | $5,850+130.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |