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 | $138,869 | $159,602-13.0% | $150,045-7.4% | $142,382-2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1.58% | 70.24%-68.7pp | 62.55%-61.0pp | 217.08%-215.5pp |
| Employer contribution / active EE | $936 | $4,961-81.1% | $4,693-80.0% | $4,299-78.2% |
| Participant deferral / active EE | $16,700 | $8,310+101.0% | $7,997+108.8% | $6,507+156.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |