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 | $183,225 | $111,301+64.6% | $112,977+62.2% | $158,922+15.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.6%+6.3pp | 82.0%+6.9pp |
| Annual return | 5.68% | 26.40%-20.7pp | 24.24%-18.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $6,238 | $4,471+39.5% | $4,255+46.6% | $4,761+31.0% |
| Participant deferral / active EE | $13,340 | $5,880+126.9% | $5,836+128.6% | $5,982+123.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |