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 | $96,227 | $107,334-10.3% | $92,893+3.6% | $152,861-37.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.33% | 145.58%-139.3pp | 109.41%-103.1pp | 345.32%-339.0pp |
| Employer contribution / active EE | $3,100 | $4,221-26.6% | $3,653-15.1% | $4,762-34.9% |
| Participant deferral / active EE | $5,421 | $4,845+11.9% | $4,236+28.0% | $5,850-7.3% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |