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 | $162,449 | $176,056-7.7% | $159,436+1.9% | $167,490-3.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 4.30% | 331.75%-327.4pp | 263.57%-259.3pp | 478.56%-474.3pp |
| Employer contribution / active EE | $14,162 | $5,297+167.4% | $4,829+193.2% | $4,837+192.8% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |