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 | $175,988 | $176,0560% | $159,436+10.4% | $167,490+5.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.02% | 331.75%-331.8pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,580 | $5,297+5.3% | $4,829+15.5% | $4,837+15.3% |
| Participant deferral / active EE | $17,333 | $7,750+123.7% | $7,352+135.8% | $6,341+173.3% |
| Admin fee / account holder | $23 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |