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 | $115,439 | $111,724+3.3% | $93,606+23.3% | $145,922-20.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.45% | 202.98%-200.5pp | 133.20%-130.7pp | 561.29%-558.8pp |
| Employer contribution / active EE | $3,250 | $3,090+5.2% | $2,420+34.3% | $4,660-30.3% |
| Participant deferral / active EE | $3,750 | $4,912-23.7% | $4,411-15.0% | $6,688-43.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |