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 | $86,768 | $214,378-59.5% | $200,582-56.7% | $142,382-39.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.73% | 46.41%-44.7pp | 42.33%-40.6pp | 217.08%-215.3pp |
| Employer contribution / active EE | $3,211 | $6,841-53.1% | $6,419-50.0% | $4,299-25.3% |
| Participant deferral / active EE | $3,212 | $9,865-67.4% | $9,331-65.6% | $6,507-50.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |