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 | $42,768 | $159,602-73.2% | $150,045-71.5% | $142,382-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.63% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,193 | $4,961-35.6% | $4,693-32.0% | $4,299-25.7% |
| Participant deferral / active EE | $4,899 | $8,310-41.1% | $7,997-38.7% | $6,507-24.7% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |