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 | $186,050 | $185,822+0.1% | $169,993+9.4% | $139,434+33.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.79% | 60.50%-58.7pp | 53.37%-51.6pp | 372.94%-371.1pp |
| Employer contribution / active EE | $11,800 | $7,590+55.5% | $6,785+73.9% | $4,751+148.4% |
| Participant deferral / active EE | $10,269 | $11,622-11.6% | $10,408-1.3% | $6,710+53.0% |
| Admin fee / account holder | $74 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |