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 5-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 | $165,604 | $124,281+33.3% | $109,143+51.7% | $167,490-1.1% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 9.05% | 26.04%-17.0pp | 25.75%-16.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,004 | $4,207-28.6% | $3,722-19.3% | $4,837-37.9% |
| Participant deferral / active EE | $5,980 | $5,255+13.8% | $4,653+28.5% | $6,341-5.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |