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 | $185,784 | $154,228+20.5% | $145,433+27.7% | $137,256+35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $12,558 | $4,804+161.4% | $4,554+175.7% | $4,156+202.2% |
| Participant deferral / active EE | $8,527 | $8,216+3.8% | $7,897+8.0% | $6,407+33.1% |
| Admin fee / account holder | $188 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |