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 | $82,677 | $157,256-47.4% | $141,162-41.4% | $152,861-45.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 14.57% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,464 | $5,261-53.2% | $4,735-48.0% | $4,762-48.3% |
| Participant deferral / active EE | $8,146 | $7,109+14.6% | $6,709+21.4% | $5,850+39.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |