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 | $185,478 | $183,963+0.8% | $162,163+14.4% | $152,861+21.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.03% | 150.76%-141.7pp | 115.59%-106.6pp | 345.32%-336.3pp |
| Employer contribution / active EE | $2,817 | $6,371-55.8% | $5,614-49.8% | $4,762-40.8% |
| Participant deferral / active EE | $7,527 | $8,034-6.3% | $7,298+3.1% | $5,850+28.7% |
| Admin fee / account holder | $170 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |