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 | $177,376 | $198,466-10.6% | $170,442+4.1% | $147,584+20.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.67% | 257.29%-252.6pp | 205.93%-201.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $13,137 | $6,184+112.4% | $5,433+141.8% | $4,876+169.4% |
| Participant deferral / active EE | $7,163 | $5,629+27.2% | $4,939+45.0% | $5,439+31.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |