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 | $124,686 | $175,202-28.8% | $149,673-16.7% | $139,434-10.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 1.92% | 166.71%-164.8pp | 134.42%-132.5pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,624 | $5,474-52.1% | $4,818-45.5% | $4,751-44.8% |
| Participant deferral / active EE | $10,684 | $6,519+63.9% | $5,680+88.1% | $6,710+59.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |