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 | $100,854 | $111,535-9.6% | $105,223-4.2% | $137,256-26.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1.60% | 237.85%-236.3pp | 180.65%-179.0pp | 220.34%-218.7pp |
| Employer contribution / active EE | $3,062 | $3,939-22.3% | $3,689-17.0% | $4,156-26.3% |
| Participant deferral / active EE | $15,591 | $5,500+183.5% | $5,072+207.4% | $6,407+143.4% |
| Admin fee / account holder | $24 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |