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 | $94,966 | $104,974-9.5% | $95,585-0.6% | $142,382-33.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 8.57% | 210.33%-201.8pp | 38.56%-30.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,115 | $2,779+12.1% | $2,527+23.3% | $4,299-27.5% |
| Participant deferral / active EE | $7,587 | $4,352+74.3% | $4,023+88.6% | $6,507+16.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |