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 | $190,794 | $201,272-5.2% | $184,203+3.6% | $145,922+30.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.78% | 29.00%-28.2pp | 28.81%-28.0pp | 561.29%-560.5pp |
| Employer contribution / active EE | $31,615 | $7,022+350.2% | $6,427+391.9% | $4,660+578.5% |
| Participant deferral / active EE | $12,150 | $9,806+23.9% | $9,131+33.1% | $6,688+81.7% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |