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 | $95,858 | $176,056-45.6% | $159,436-39.9% | $167,490-42.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.65% | 331.75%-328.1pp | 263.57%-259.9pp | 478.56%-474.9pp |
| Employer contribution / active EE | $3,159 | $5,297-40.4% | $4,829-34.6% | $4,837-34.7% |
| Participant deferral / active EE | $7,757 | $7,750+0.1% | $7,352+5.5% | $6,341+22.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |