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 | $105,892 | $165,335-36.0% | $149,696-29.3% | $158,922-33.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.12% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,215 | $5,103-56.6% | $4,644-52.3% | $4,761-53.5% |
| Participant deferral / active EE | $5,329 | $7,181-25.8% | $6,842-22.1% | $5,982-10.9% |
| Admin fee / account holder | $127 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |