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 | $237,711 | $217,402+9.3% | $185,823+27.9% | $167,490+41.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.79% | 148.36%-141.6pp | 122.05%-115.3pp | 478.56%-471.8pp |
| Employer contribution / active EE | $13,402 | $5,873+128.2% | $5,167+159.4% | $4,837+177.0% |
| Participant deferral / active EE | $5,157 | $6,356-18.9% | $5,568-7.4% | $6,341-18.7% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |