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 | $185,319 | $209,411-11.5% | $178,490+3.8% | $158,922+16.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.90% | 188.75%-184.9pp | 151.07%-147.2pp | 302.83%-298.9pp |
| Employer contribution / active EE | $11,156 | $5,706+95.5% | $5,011+122.7% | $4,761+134.3% |
| Participant deferral / active EE | $4,836 | $5,954-18.8% | $5,202-7.0% | $5,982-19.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |