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 | $88,516 | $111,535-20.6% | $105,223-15.9% | $137,256-35.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.19% | 237.85%-233.7pp | 180.65%-176.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $3,039 | $3,939-22.9% | $3,689-17.6% | $4,156-26.9% |
| Participant deferral / active EE | $6,240 | $5,500+13.5% | $5,072+23.0% | $6,407-2.6% |
| Admin fee / account holder | $67 | $9,721-99.3% | $8,859-99.2% | $12,270-99.5% |