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 | $81,051 | $158,398-48.8% | $126,539-35.9% | $142,382-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.68% | 593.76%-584.1pp | 425.95%-416.3pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,459 | $4,650-4.1% | $3,674+21.4% | $4,299+3.7% |
| Participant deferral / active EE | $1,960 | $4,767-58.9% | $4,083-52.0% | $6,507-69.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |