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 | $155,048 | $112,881+37.4% | $90,951+70.5% | $158,922-2.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.11% | 215.79%-211.7pp | 134.60%-130.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,583 | $2,893-10.7% | $2,122+21.7% | $4,761-45.7% |
| Participant deferral / active EE | $4,540 | $4,128+10.0% | $3,373+34.6% | $5,982-24.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |