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 | $114,381-11.8% | $107,525-6.2% | $142,382-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.60% | 242.71%-241.1pp | 181.32%-179.7pp | 217.08%-215.5pp |
| Employer contribution / active EE | $3,062 | $4,015-23.7% | $3,754-18.4% | $4,299-28.8% |
| Participant deferral / active EE | $15,591 | $5,564+180.2% | $5,116+204.8% | $6,507+139.6% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |