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 | $117,548 | $165,335-28.9% | $149,696-21.5% | $158,922-26.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.71% | 348.15%-341.4pp | 276.60%-269.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $3,239 | $5,103-36.5% | $4,644-30.2% | $4,761-32.0% |
| Participant deferral / active EE | $5,295 | $7,181-26.3% | $6,842-22.6% | $5,982-11.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |