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 | $109,054 | $157,256-30.7% | $141,162-22.7% | $152,861-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.02% | 64.32%-59.3pp | 71.39%-66.4pp | 345.32%-340.3pp |
| Employer contribution / active EE | $7,107 | $5,261+35.1% | $4,735+50.1% | $4,762+49.2% |
| Participant deferral / active EE | $7,885 | $7,109+10.9% | $6,709+17.5% | $5,850+34.8% |
| Admin fee / account holder | $176 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |