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 | $214,483 | $198,466+8.1% | $170,442+25.8% | $147,584+45.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 3.24% | 257.29%-254.1pp | 205.93%-202.7pp | 578.55%-575.3pp |
| Employer contribution / active EE | $3,120 | $6,184-49.5% | $5,433-42.6% | $4,876-36.0% |
| Participant deferral / active EE | $8,417 | $5,629+49.5% | $4,939+70.4% | $5,439+54.8% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |