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 | $124,425+47.2% | $112,040+63.5% | $137,256+33.4% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 8.38% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,419 | $3,411+0.2% | $2,954+15.7% | $4,156-17.7% |
| Participant deferral / active EE | $9,075 | $5,718+58.7% | $5,098+78.0% | $6,407+41.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |