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 | $129,300 | $177,572-27.2% | $154,803-16.5% | $142,382-9.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.94% | 65.07%-57.1pp | 58.88%-50.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $7,539 | $4,810+56.7% | $4,305+75.1% | $4,299+75.4% |
| Participant deferral / active EE | $4,009 | $6,272-36.1% | $5,540-27.6% | $6,507-38.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |