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 | $127,744 | $69,207+84.6% | $64,056+99.4% | $139,434-8.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.04% | 45.88%-36.8pp | 33.69%-24.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,432 | $4,682+80.1% | $3,880+117.3% | $6,710+25.7% |
| Admin fee / account holder | $3 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |