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 | $126,245 | $74,888+68.6% | $71,209+77.3% | $142,382-11.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 12.23% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,158 | $2,854+10.6% | $2,721+16.0% | $4,299-26.6% |
| Participant deferral / active EE | $2,113 | $4,454-52.6% | $4,175-49.4% | $6,507-67.5% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |