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 | $156,813 | $157,256-0.3% | $141,162+11.1% | $152,861+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.28% | 64.32%-50.0pp | 71.39%-57.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,288 | $5,261-56.5% | $4,735-51.7% | $4,762-52.0% |
| Participant deferral / active EE | $18,915 | $7,109+166.0% | $6,709+181.9% | $5,850+223.3% |
| Admin fee / account holder | $91 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |