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 | $164,107 | $209,336-21.6% | $197,124-16.7% | $137,256+19.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.64% | 48.09%-38.4pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $4,589 | $6,591-30.4% | $6,227-26.3% | $4,156+10.4% |
| Participant deferral / active EE | $3,553 | $9,614-63.0% | $9,135-61.1% | $6,407-44.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |