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 | $214,961 | $198,466+8.3% | $170,442+26.1% | $147,584+45.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.83% | 257.29%-252.5pp | 205.93%-201.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $4,657 | $6,184-24.7% | $5,433-14.3% | $4,876-4.5% |
| Participant deferral / active EE | $5,632 | $5,6290% | $4,939+14.0% | $5,439+3.6% |
| Admin fee / account holder | $76 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |