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 | $116,776 | $115,770+0.9% | $101,248+15.3% | $158,922-26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.21% | 56.14%-49.9pp | 46.47%-40.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,881 | $4,175-55.0% | $3,660-48.6% | $4,761-60.5% |
| Participant deferral / active EE | $6,928 | $4,957+39.8% | $4,370+58.5% | $5,982+15.8% |
| Admin fee / account holder | $175 | $7,245-97.6% | $5,945-97.1% | $11,246-98.4% |