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 | $146,676 | $135,952+7.9% | $123,892+18.4% | $273,961-46.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.16% | 56.63%-57.8pp | 47.52%-48.7pp | 41.45%-42.6pp |
| Employer contribution / active EE | $7,278 | $5,170+40.8% | $4,617+57.6% | $4,869+49.5% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $63 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |