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 | $219,769 | $209,411+4.9% | $178,490+23.1% | $158,922+38.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.00% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $25,576 | $5,706+348.2% | $5,011+410.4% | $4,761+437.2% |
| Participant deferral / active EE | $16,895 | $5,954+183.8% | $5,202+224.8% | $5,982+182.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |