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 | $88,806 | $102,966-13.8% | $90,281-1.6% | $152,861-41.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.09% | 95.16%-90.1pp | 78.10%-73.0pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,838 | $3,139-41.4% | $2,854-35.6% | $4,762-61.4% |
| Participant deferral / active EE | $4,447 | $4,281+3.9% | $3,885+14.5% | $5,850-24.0% |
| Admin fee / account holder | $284 | $6,171-95.4% | $5,351-94.7% | $11,596-97.6% |