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 | $124,333 | $117,983+5.4% | $101,794+22.1% | $142,382-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 3.46% | 36.92%-33.5pp | 30.53%-27.1pp | 217.08%-213.6pp |
| Employer contribution / active EE | $21,298 | $2,773+668.1% | $2,289+830.5% | $4,299+395.4% |
| Participant deferral / active EE | $2,113 | $4,714-55.2% | $4,084-48.3% | $6,507-67.5% |
| Admin fee / account holder | $271 | $10,433-97.4% | $8,777-96.9% | $12,624-97.9% |