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 | $200,902 | $198,466+1.2% | $170,442+17.9% | $147,584+36.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.08% | 257.29%-252.2pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $4,950 | $6,184-19.9% | $5,433-8.9% | $4,876+1.5% |
| Participant deferral / active EE | $8,730 | $5,629+55.1% | $4,939+76.7% | $5,439+60.5% |
| Admin fee / account holder | $58 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |