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 | $191,647 | $157,256+21.9% | $141,162+35.8% | $152,861+25.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.62% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,601 | $5,261-69.6% | $4,735-66.2% | $4,762-66.4% |
| Participant deferral / active EE | $5,580 | $7,109-21.5% | $6,709-16.8% | $5,850-4.6% |
| Admin fee / account holder | $267 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |