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 | $223,147 | $181,894+22.7% | $156,549+42.5% | $273,961-18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.23% | 30.74%-32.0pp | 32.23%-33.5pp | 41.45%-42.7pp |
| Employer contribution / active EE | $2,302 | $6,248-63.2% | $5,501-58.2% | $4,869-52.7% |
| Participant deferral / active EE | $9,948 | $5,550+79.2% | $4,871+104.2% | $5,287+88.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |