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 | $103,477 | $198,466-47.9% | $170,442-39.3% | $147,584-29.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.89% | 257.29%-256.4pp | 205.93%-205.0pp | 578.55%-577.7pp |
| Employer contribution / active EE | $4,726 | $6,184-23.6% | $5,433-13.0% | $4,876-3.1% |
| Participant deferral / active EE | $2,315 | $5,629-58.9% | $4,939-53.1% | $5,439-57.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |