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 | $127,860 | $106,515+20.0% | $96,683+32.2% | $139,434-8.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.79% | 38.43%-32.6pp | 35.69%-29.9pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,861 | $4,103-54.6% | $3,737-50.2% | $4,751-60.8% |
| Participant deferral / active EE | $6,810 | $5,454+24.9% | $4,878+39.6% | $6,710+1.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |