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 | $91,552 | $105,931-13.6% | $81,930+11.7% | $158,922-42.4% |
| Participation rate | 81.0% | 75.6%+5.3pp | 72.0%+9.0pp | 82.0%-1.0pp |
| Annual return | 2.45% | 38.17%-35.7pp | 29.49%-27.0pp | 302.83%-300.4pp |
| Employer contribution / active EE | $10,113 | $7,800+29.7% | $4,310+134.6% | $4,761+112.4% |
| Participant deferral / active EE | $7,322 | $13,003-43.7% | $7,107+3.0% | $5,982+22.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |