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 | $126,892 | $227,553-44.2% | $189,557-33.1% | $167,490-24.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 6.21% | 78.40%-72.2pp | 64.17%-58.0pp | 478.56%-472.3pp |
| Employer contribution / active EE | $4,467 | $5,316-16.0% | $4,412+1.2% | $4,837-7.7% |
| Participant deferral / active EE | $8,838 | $7,002+26.2% | $6,174+43.2% | $6,341+39.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |