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 | $168,067 | $142,405+18.0% | $115,157+45.9% | $152,861+9.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 4.94% | 41.48%-36.5pp | 35.60%-30.7pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,987 | $4,010-25.5% | $3,179-6.0% | $4,762-37.3% |
| Participant deferral / active EE | $4,074 | $5,164-21.1% | $4,168-2.3% | $5,850-30.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |