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 | $181,691 | $165,335+9.9% | $149,696+21.4% | $158,922+14.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 2.85% | 348.15%-345.3pp | 276.60%-273.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $5,688 | $5,103+11.5% | $4,644+22.5% | $4,761+19.5% |
| Participant deferral / active EE | $3,086 | $7,181-57.0% | $6,842-54.9% | $5,982-48.4% |
| Admin fee / account holder | $214 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |