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 | $90,622 | $74,888+21.0% | $71,209+27.3% | $142,382-36.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.42% | 345.14%-338.7pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,721 | $2,854-4.7% | $2,7210% | $4,299-36.7% |
| Participant deferral / active EE | $2,721 | $4,454-38.9% | $4,175-34.8% | $6,507-58.2% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |