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 | $95,049 | $115,770-17.9% | $101,248-6.1% | $158,922-40.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.85% | 56.14%-51.3pp | 46.47%-41.6pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,444 | $4,175-65.4% | $3,660-60.5% | $4,761-69.7% |
| Participant deferral / active EE | $6,315 | $4,957+27.4% | $4,370+44.5% | $5,982+5.6% |
| Admin fee / account holder | $185 | $7,245-97.4% | $5,945-96.9% | $11,246-98.4% |