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 | $136,385 | $209,411-34.9% | $178,490-23.6% | $158,922-14.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.27% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,204 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $13,369 | $5,954+124.5% | $5,202+157.0% | $5,982+123.5% |
| Admin fee / account holder | $119 | $17,074-99.3% | $13,984-99.2% | $11,246-98.9% |