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 | $195,888 | $85,766+128.4% | $136,294+43.7% | $70,131+179.3% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 12.15% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $784 | $2,966-73.6% | $4,695-83.3% | $2,342-66.5% |
| Participant deferral / active EE | $7,945 | $5,051+57.3% | $6,247+27.2% | $3,332+138.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |