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 | $118,493 | $217,402-45.5% | $185,823-36.2% | $167,490-29.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.48% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $20,707 | $5,873+252.6% | $5,167+300.7% | $4,837+328.1% |
| Participant deferral / active EE | $17,875 | $6,356+181.2% | $5,568+221.0% | $6,341+181.9% |
| Admin fee / account holder | $43 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |