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 | $129,365 | $183,519-29.5% | $155,509-16.8% | $145,922-11.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.56% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,906 | $5,313-45.3% | $4,672-37.8% | $4,660-37.6% |
| Participant deferral / active EE | $3,491 | $6,462-46.0% | $5,626-37.9% | $6,688-47.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |