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 | $176,180 | $177,572-0.8% | $154,803+13.8% | $142,382+23.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.20% | 65.07%-58.9pp | 58.88%-52.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $4,002 | $4,810-16.8% | $4,305-7.1% | $4,299-6.9% |
| Participant deferral / active EE | $11,233 | $6,272+79.1% | $5,540+102.7% | $6,507+72.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |