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 | $31,865 | $217,402-85.3% | $185,823-82.9% | $167,490-81.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.36% | 148.36%-140.0pp | 122.05%-113.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $7,755 | $5,873+32.0% | $5,167+50.1% | $4,837+60.3% |
| Participant deferral / active EE | $2,333 | $6,356-63.3% | $5,568-58.1% | $6,341-63.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |