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 | $93,295 | $105,998-12.0% | $92,233+1.2% | $147,584-36.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.80% | 50.05%-44.2pp | 176.28%-170.5pp | 578.55%-572.7pp |
| Employer contribution / active EE | $3,318 | $4,333-23.4% | $3,679-9.8% | $4,876-32.0% |
| Participant deferral / active EE | $5,045 | $4,478+12.7% | $3,897+29.5% | $5,439-7.2% |
| Admin fee / account holder | $292 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |