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 | $113,286 | $183,963-38.4% | $162,163-30.1% | $152,861-25.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.00% | 150.76%-142.8pp | 115.59%-107.6pp | 345.32%-337.3pp |
| Employer contribution / active EE | $5,757 | $6,371-9.6% | $5,614+2.6% | $4,762+20.9% |
| Participant deferral / active EE | $10,072 | $8,034+25.4% | $7,298+38.0% | $5,850+72.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |