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 | $177,020 | $159,602+10.9% | $150,045+18.0% | $142,382+24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.58% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $4,332 | $4,961-12.7% | $4,693-7.7% | $4,299+0.8% |
| Participant deferral / active EE | $4,438 | $8,310-46.6% | $7,997-44.5% | $6,507-31.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |