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 | $236,416 | $202,318+16.9% | $172,739+36.9% | $152,861+54.7% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 12.16% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $2,848 | $5,856-51.4% | $5,143-44.6% | $4,762-40.2% |
| Participant deferral / active EE | $5,188 | $5,948-12.8% | $5,198-0.2% | $5,850-11.3% |
| Admin fee / account holder | $192 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |