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 | $92,798+39.7% | $96,707+34.1% | $137,256-5.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 80.4%+5.4pp | 80.0%+5.8pp |
| Annual return | 3.62% | 31.24%-27.6pp | 34.78%-31.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $5,175 | $4,147+24.8% | $4,191+23.5% | $4,156+24.5% |
| Participant deferral / active EE | $2,587 | $5,877-56.0% | $5,997-56.9% | $6,407-59.6% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |