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 | $129,681 | $94,338+37.5% | $100,534+29.0% | $142,382-8.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 3.62% | 29.20%-25.6pp | 32.66%-29.0pp | 217.08%-213.5pp |
| Employer contribution / active EE | $5,175 | $4,237+22.1% | $4,346+19.1% | $4,299+20.4% |
| Participant deferral / active EE | $2,587 | $5,934-56.4% | $6,144-57.9% | $6,507-60.2% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |