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 | $95,828 | $183,519-47.8% | $155,509-38.4% | $145,922-34.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.12% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,240 | $5,313-57.8% | $4,672-52.1% | $4,660-51.9% |
| Participant deferral / active EE | $6,027 | $6,462-6.7% | $5,626+7.1% | $6,688-9.9% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |