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 | $232,754 | $148,534+56.7% | $135,903+71.3% | $139,434+66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.94% | 79.19%-74.2pp | 68.23%-63.3pp | 372.94%-368.0pp |
| Employer contribution / active EE | $5,438 | $5,243+3.7% | $4,856+12.0% | $4,751+14.5% |
| Participant deferral / active EE | $6,599 | $8,100-18.5% | $7,758-14.9% | $6,710-1.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |