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 | $122,898 | $114,237+7.6% | $119,258+3.1% | $167,490-26.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 29.87%-21.2pp | 30.69%-22.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,299 | $4,481-48.7% | $4,384-47.6% | $4,837-52.5% |
| Participant deferral / active EE | $2,299 | $6,084-62.2% | $6,111-62.4% | $6,341-63.7% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |