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 8-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 | $175,763 | $177,572-1.0% | $154,803+13.5% | $142,382+23.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 6.24% | 65.07%-58.8pp | 58.88%-52.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $5,475 | $4,810+13.8% | $4,305+27.2% | $4,299+27.4% |
| Participant deferral / active EE | $13,657 | $6,272+117.8% | $5,540+146.5% | $6,507+109.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |