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 | $161,519 | $162,781-0.8% | $133,956+20.6% | $158,922+1.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.37% | 41.94%-41.6pp | 45.09%-44.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $12,300 | $4,975+147.2% | $3,919+213.9% | $4,761+158.3% |
| Participant deferral / active EE | $22,000 | $5,911+272.2% | $5,048+335.8% | $5,982+267.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |