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 | $121,898 | $177,572-31.4% | $154,803-21.3% | $142,382-14.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.50% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $10,759 | $4,810+123.7% | $4,305+149.9% | $4,299+150.3% |
| Participant deferral / active EE | $7,019 | $6,272+11.9% | $5,540+26.7% | $6,507+7.9% |
| Admin fee / account holder | $108 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |