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 | $152,261 | $175,202-13.1% | $149,673+1.7% | $139,434+9.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.63% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,984 | $5,474-45.5% | $4,818-38.1% | $4,751-37.2% |
| Participant deferral / active EE | $5,489 | $6,519-15.8% | $5,680-3.4% | $6,710-18.2% |
| Admin fee / account holder | $152 | $16,150-99.1% | $13,210-98.8% | $11,403-98.7% |