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 | $167,790 | $209,832-20.0% | $189,513-11.5% | $167,490+0.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.06% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,000 | $6,914-71.1% | $6,162-67.5% | $4,837-58.7% |
| Participant deferral / active EE | $4,742 | $8,935-46.9% | $8,221-42.3% | $6,341-25.2% |
| Admin fee / account holder | $173 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |