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 | $215,671 | $175,202+23.1% | $149,673+44.1% | $139,434+54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.71% | 166.71%-165.0pp | 134.42%-132.7pp | 372.94%-371.2pp |
| Employer contribution / active EE | $5,344 | $5,474-2.4% | $4,818+10.9% | $4,751+12.5% |
| Participant deferral / active EE | $12,000 | $6,519+84.1% | $5,680+111.3% | $6,710+78.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |