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 | $73,835 | $115,770-36.2% | $101,248-27.1% | $158,922-53.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.31% | 56.14%-49.8pp | 46.47%-40.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $10,117 | $4,175+142.4% | $3,660+176.5% | $4,761+112.5% |
| Participant deferral / active EE | $5,950 | $4,957+20.0% | $4,370+36.2% | $5,982-0.5% |
| Admin fee / account holder | $196 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |