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 | $151,503 | $165,335-8.4% | $149,696+1.2% | $158,922-4.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 5.53% | 348.15%-342.6pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $4,684 | $5,103-8.2% | $4,644+0.9% | $4,761-1.6% |
| Participant deferral / active EE | $8,975 | $7,181+25.0% | $6,842+31.2% | $5,982+50.0% |
| Admin fee / account holder | $213 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |