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 | $142,093 | $80,717+76.0% | $154,803-8.2% | $84,808+67.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.16% | 37.96%-29.8pp | 58.88%-50.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,526 | $2,761-8.5% | $4,305-41.3% | $2,631-4.0% |
| Participant deferral / active EE | $5,854 | $3,303+77.2% | $5,540+5.7% | $4,212+39.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |