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 | $72,587 | $209,336-65.3% | $197,124-63.2% | $137,256-47.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.12% | 48.09%-39.0pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $4,208 | $6,591-36.2% | $6,227-32.4% | $4,156+1.2% |
| Participant deferral / active EE | $4,208 | $9,614-56.2% | $9,135-53.9% | $6,407-34.3% |
| Admin fee / account holder | $6 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |