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 | $167,591 | $198,466-15.6% | $170,442-1.7% | $147,584+13.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.54% | 257.29%-248.8pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,182 | $6,184-64.7% | $5,433-59.8% | $4,876-55.3% |
| Participant deferral / active EE | $11,733 | $5,629+108.4% | $4,939+137.5% | $5,439+115.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |