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 | $183,163 | $127,065+44.1% | $113,168+61.9% | $142,382+28.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 8.38% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,419 | $3,442-0.7% | $2,975+14.9% | $4,299-20.5% |
| Participant deferral / active EE | $9,075 | $5,716+58.8% | $5,107+77.7% | $6,507+39.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |