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 | $154,987 | $114,381+35.5% | $107,525+44.1% | $142,382+8.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.76% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,826 | $4,015-29.6% | $3,754-24.7% | $4,299-34.3% |
| Participant deferral / active EE | $12,017 | $5,564+116.0% | $5,116+134.9% | $6,507+84.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |