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 | $116,852 | $165,335-29.3% | $149,696-21.9% | $158,922-26.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 5.46% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $956 | $5,103-81.3% | $4,644-79.4% | $4,761-79.9% |
| Participant deferral / active EE | $4,276 | $7,181-40.5% | $6,842-37.5% | $5,982-28.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |