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 | $157,554 | $179,726-12.3% | $156,263+0.8% | $142,382+10.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.09% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,148 | $5,069-37.9% | $4,333-27.4% | $4,299-26.8% |
| Participant deferral / active EE | $15,588 | $6,956+124.1% | $6,158+153.1% | $6,507+139.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |