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 | $114,381-22.6% | $107,525-17.7% | $142,382-37.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.19% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,039 | $4,015-24.3% | $3,754-19.0% | $4,299-29.3% |
| Participant deferral / active EE | $6,240 | $5,564+12.1% | $5,116+22.0% | $6,507-4.1% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |