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 | $198,312 | $209,411-5.3% | $178,490+11.1% | $158,922+24.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.68% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $14,005 | $5,706+145.4% | $5,011+179.5% | $4,761+194.2% |
| Participant deferral / active EE | $11,917 | $5,954+100.1% | $5,202+129.1% | $5,982+99.2% |
| Admin fee / account holder | $173 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |