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 | $93,667 | $165,984-43.6% | $164,813-43.2% | $145,922-35.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.31% | 100.03%-95.7pp | 69.93%-65.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $5,222 | $5,273-1.0% | $4,341+20.3% | $4,660+12.1% |
| Participant deferral / active EE | $7,177 | $6,959+3.1% | $6,031+19.0% | $6,688+7.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |