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 5-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 | $107,832 | $201,272-46.4% | $184,203-41.5% | $145,922-26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.55% | 29.00%-24.5pp | 28.81%-24.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $7,050 | $7,022+0.4% | $6,427+9.7% | $4,660+51.3% |
| Participant deferral / active EE | $19,930 | $9,806+103.2% | $9,131+118.3% | $6,688+198.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |