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 | $141,428 | $177,572-20.4% | $154,803-8.6% | $142,382-0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.66% | 65.07%-60.4pp | 58.88%-54.2pp | 217.08%-212.4pp |
| Employer contribution / active EE | $7,913 | $4,810+64.5% | $4,305+83.8% | $4,299+84.0% |
| Participant deferral / active EE | $7,750 | $6,272+23.6% | $5,540+39.9% | $6,507+19.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |