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 | $79,466 | $117,983-32.6% | $101,794-21.9% | $142,382-44.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 7.98% | 36.92%-28.9pp | 30.53%-22.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,983 | $2,773+7.6% | $2,289+30.3% | $4,299-30.6% |
| Participant deferral / active EE | $6,151 | $4,714+30.5% | $4,084+50.6% | $6,507-5.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |