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 | $235,749 | $176,812+33.3% | $146,665+60.7% | $167,490+40.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 8.43% | 24.03%-15.6pp | 22.74%-14.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $4,057 | $5,160-21.4% | $4,136-1.9% | $4,837-16.1% |
| Participant deferral / active EE | $6,930 | $6,440+7.6% | $5,506+25.9% | $6,341+9.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |