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 | $125,730 | $127,065-1.1% | $113,168+11.1% | $142,382-11.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.84% | 24.03%-15.2pp | 24.27%-15.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $10,792 | $3,442+213.5% | $2,975+262.7% | $4,299+151.0% |
| Participant deferral / active EE | $7,469 | $5,716+30.7% | $5,107+46.3% | $6,507+14.8% |
| Admin fee / account holder | $2 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |