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 | $163,888 | $181,894-9.9% | $156,549+4.7% | $273,961-40.2% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 2.15% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $3,363 | $6,248-46.2% | $5,501-38.9% | $4,869-30.9% |
| Participant deferral / active EE | $6,316 | $5,550+13.8% | $4,871+29.7% | $5,287+19.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |