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 | $143,204 | $157,256-8.9% | $141,162+1.4% | $152,861-6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.04% | 64.32%-51.3pp | 71.39%-58.4pp | 345.32%-332.3pp |
| Employer contribution / active EE | $1,679 | $5,261-68.1% | $4,735-64.5% | $4,762-64.7% |
| Participant deferral / active EE | $5,897 | $7,109-17.1% | $6,709-12.1% | $5,850+0.8% |
| Admin fee / account holder | $264 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |