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 | $171,139 | $197,591-13.4% | $177,821-3.8% | $158,922+7.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.36% | 58.76%-55.4pp | 48.32%-45.0pp | 302.83%-299.5pp |
| Employer contribution / active EE | $14,848 | $6,697+121.7% | $5,918+150.9% | $4,761+211.9% |
| Participant deferral / active EE | $10,833 | $8,405+28.9% | $7,714+40.4% | $5,982+81.1% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |