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 | $136,069 | $159,602-14.7% | $150,045-9.3% | $142,382-4.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.85% | 70.24%-64.4pp | 62.55%-56.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $21,000 | $4,961+323.3% | $4,693+347.5% | $4,299+388.5% |
| Participant deferral / active EE | $30,000 | $8,310+261.0% | $7,997+275.1% | $6,507+361.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |