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 | $164,493 | $209,411-21.4% | $178,490-7.8% | $158,922+3.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 3.38% | 188.75%-185.4pp | 151.07%-147.7pp | 302.83%-299.4pp |
| Employer contribution / active EE | $6,272 | $5,706+9.9% | $5,011+25.2% | $4,761+31.7% |
| Participant deferral / active EE | $5,613 | $5,954-5.7% | $5,202+7.9% | $5,982-6.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |