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 6-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 | $134,048 | $106,584+25.8% | $101,326+32.3% | $142,382-5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.65% | 36.93%-28.3pp | 36.82%-28.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $300 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |