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 | $89,920 | $115,882-22.4% | $100,516-10.5% | $158,922-43.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.02% | 34.79%-30.8pp | 30.89%-26.9pp | 302.83%-298.8pp |
| Employer contribution / active EE | $7,265 | $4,103+77.1% | $3,418+112.6% | $4,761+52.6% |
| Participant deferral / active EE | $5,748 | $6,674-13.9% | $6,270-8.3% | $5,982-3.9% |
| Admin fee / account holder | $22 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |