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 | $146,907 | $157,256-6.6% | $141,162+4.1% | $152,861-3.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 9.38% | 64.32%-54.9pp | 71.39%-62.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,609 | $5,261-69.4% | $4,735-66.0% | $4,762-66.2% |
| Participant deferral / active EE | $4,819 | $7,109-32.2% | $6,709-28.2% | $5,850-17.6% |
| Admin fee / account holder | $128 | $12,120-98.9% | $10,261-98.8% | $11,596-98.9% |