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 | $129,081 | $201,272-35.9% | $184,203-29.9% | $145,922-11.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.84% | 29.00%-24.2pp | 28.81%-24.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $4,521 | $7,022-35.6% | $6,427-29.7% | $4,660-3.0% |
| Participant deferral / active EE | $14,993 | $9,806+52.9% | $9,131+64.2% | $6,688+124.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |