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 9-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 | $168,303 | $176,056-4.4% | $159,436+5.6% | $167,490+0.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.08% | 331.75%-324.7pp | 263.57%-256.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $10,000 | $5,297+88.8% | $4,829+107.1% | $4,837+106.7% |
| Participant deferral / active EE | $12,471 | $7,750+60.9% | $7,352+69.6% | $6,341+96.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |