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 | $97,005 | $56,110+72.9% | $94,993+2.1% | $70,131+38.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.9%+10.7pp | 69.5%+15.1pp |
| Annual return | 2.97% | 51.02%-48.1pp | 27.12%-24.2pp | 73.14%-70.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15 | $3,456-99.6% | $4,960-99.7% | $4,645-99.7% |