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 | $163,409 | $217,402-24.8% | $185,823-12.1% | $167,490-2.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 7.48% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $12,463 | $5,873+112.2% | $5,167+141.2% | $4,837+157.6% |
| Participant deferral / active EE | $7,482 | $6,356+17.7% | $5,568+34.4% | $6,341+18.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |