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 | $179,684 | $127,777+40.6% | $106,548+68.6% | $167,490+7.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.04% | 33.87%-33.8pp | 26.80%-26.8pp | 478.56%-478.5pp |
| Employer contribution / active EE | $12,718 | $3,427+271.2% | $2,819+351.2% | $4,837+162.9% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $8 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |