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 | $230,654 | $148,534+55.3% | $135,903+69.7% | $139,434+65.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 4.29% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $2,288 | $5,243-56.4% | $4,856-52.9% | $4,751-51.8% |
| Participant deferral / active EE | $3,383 | $8,100-58.2% | $7,758-56.4% | $6,710-49.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |