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 | $151,474 | $159,602-5.1% | $150,045+1.0% | $142,382+6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.31% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $4,022 | $4,961-18.9% | $4,693-14.3% | $4,299-6.4% |
| Participant deferral / active EE | $13,492 | $8,310+62.4% | $7,997+68.7% | $6,507+107.3% |
| Admin fee / account holder | $14 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |