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 | $114,570 | $94,752+20.9% | $112,887+1.5% | $139,434-17.8% |
| Participation rate | 77.8% | 81.3%-3.5pp | 80.5%-2.7pp | 80.3%-2.5pp |
| Annual return | 11.73% | 40.88%-29.2pp | 34.10%-22.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $8,489 | $4,625+83.6% | $4,563+86.0% | $4,751+78.7% |
| Participant deferral / active EE | $2,171 | $6,512-66.7% | $6,513-66.7% | $6,710-67.6% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |