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 | $78,792 | $214,378-63.2% | $200,582-60.7% | $142,382-44.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 5.53% | 46.41%-40.9pp | 42.33%-36.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,075 | $6,841-69.7% | $6,419-67.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,350 | $9,865-66.0% | $9,331-64.1% | $6,507-48.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |