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 | $141,483 | $181,894-22.2% | $156,549-9.6% | $273,961-48.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.29% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $8,601 | $6,248+37.7% | $5,501+56.3% | $4,869+76.7% |
| Participant deferral / active EE | $5,670 | $5,550+2.2% | $4,871+16.4% | $5,287+7.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |