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 | $71,549 | $159,934-55.3% | $147,005-51.3% | $145,959-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 98.24%-89.5pp | 418.76%-410.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $3,444 | $5,287-34.9% | $4,934-30.2% | $4,661-26.1% |
| Participant deferral / active EE | $16,295 | $8,427+93.4% | $8,070+101.9% | $6,689+143.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |