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 | $121,837 | $185,822-34.4% | $169,993-28.3% | $139,434-12.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.92% | 60.50%-52.6pp | 53.37%-45.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,342 | $7,590-69.1% | $6,785-65.5% | $4,751-50.7% |
| Participant deferral / active EE | $11,321 | $11,622-2.6% | $10,408+8.8% | $6,710+68.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |