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 | $201,467 | $183,963+9.5% | $162,163+24.2% | $152,861+31.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 12.07% | 150.76%-138.7pp | 115.59%-103.5pp | 345.32%-333.3pp |
| Employer contribution / active EE | $3,527 | $6,371-44.6% | $5,614-37.2% | $4,762-25.9% |
| Participant deferral / active EE | $9,545 | $8,034+18.8% | $7,298+30.8% | $5,850+63.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |