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 | $166,672 | $214,378-22.3% | $200,582-16.9% | $142,382+17.1% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 9.41% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $8,785 | $6,841+28.4% | $6,419+36.9% | $4,299+104.4% |
| Participant deferral / active EE | $8,079 | $9,865-18.1% | $9,331-13.4% | $6,507+24.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |