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 | $156,794 | $165,335-5.2% | $149,696+4.7% | $158,922-1.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.12% | 348.15%-345.0pp | 276.60%-273.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $5,094 | $5,103-0.2% | $4,644+9.7% | $4,761+7.0% |
| Participant deferral / active EE | $6,640 | $7,181-7.5% | $6,842-2.9% | $5,982+11.0% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.9% |