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 | $204,998 | $209,832-2.3% | $189,513+8.2% | $167,490+22.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.28% | 748.27%-745.0pp | 555.15%-551.9pp | 478.56%-475.3pp |
| Employer contribution / active EE | $6,293 | $6,914-9.0% | $6,162+2.1% | $4,837+30.1% |
| Participant deferral / active EE | $14,200 | $8,935+58.9% | $8,221+72.7% | $6,341+123.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |