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 | $100,316 | $96,635+3.8% | $86,612+15.8% | $139,434-28.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.30% | 106.41%-100.1pp | 591.07%-584.8pp | 372.94%-366.6pp |
| Employer contribution / active EE | $5,890 | $3,263+80.5% | $3,022+94.9% | $4,751+24.0% |
| Participant deferral / active EE | $3,588 | $4,836-25.8% | $4,438-19.1% | $6,710-46.5% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |