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 6-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 | $149,196 | $159,602-6.5% | $150,045-0.6% | $142,382+4.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.49% | 70.24%-64.7pp | 62.55%-57.1pp | 217.08%-211.6pp |
| Employer contribution / active EE | $5,128 | $4,961+3.4% | $4,693+9.3% | $4,299+19.3% |
| Participant deferral / active EE | $17,105 | $8,310+105.8% | $7,997+113.9% | $6,507+162.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |