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 | $110,447 | $109,817+0.6% | $98,442+12.2% | $167,490-34.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 7.27% | 1956.69%-1949.4pp | 1492.73%-1485.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,615 | $3,224-49.9% | $2,960-45.4% | $4,837-66.6% |
| Participant deferral / active EE | $3,021 | $4,673-35.4% | $4,276-29.3% | $6,341-52.4% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |