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 | $159,259 | $112,096+42.1% | $95,952+66.0% | $158,922+0.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.27% | 171.09%-166.8pp | 91.61%-87.3pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,754 | $3,198-13.9% | $2,541+8.4% | $4,761-42.2% |
| Participant deferral / active EE | $4,753 | $4,784-0.6% | $4,167+14.1% | $5,982-20.5% |
| Admin fee / account holder | $266 | $10,130-97.4% | $6,795-96.1% | $11,246-97.6% |