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 | $216,955 | $162,781+33.3% | $133,956+62.0% | $158,922+36.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 1.47% | 41.94%-40.5pp | 45.09%-43.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,563 | $4,975-48.5% | $3,919-34.6% | $4,761-46.2% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |