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 | $196,746 | $197,591-0.4% | $177,821+10.6% | $158,922+23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.54% | 58.76%-60.3pp | 48.32%-49.9pp | 302.83%-304.4pp |
| Employer contribution / active EE | $10,033 | $6,697+49.8% | $5,918+69.5% | $4,761+110.7% |
| Participant deferral / active EE | $8,733 | $8,405+3.9% | $7,714+13.2% | $5,982+46.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |