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 | $206,733 | $209,411-1.3% | $178,490+15.8% | $158,922+30.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.87% | 188.75%-184.9pp | 151.07%-147.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $20,770 | $5,706+264.0% | $5,011+314.5% | $4,761+336.2% |
| Participant deferral / active EE | $14,175 | $5,954+138.1% | $5,202+172.5% | $5,982+137.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |