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 | $100,219 | $183,963-45.5% | $162,163-38.2% | $152,861-34.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.79% | 150.76%-145.0pp | 115.59%-109.8pp | 345.32%-339.5pp |
| Employer contribution / active EE | $11,630 | $6,371+82.6% | $5,614+107.2% | $4,762+144.2% |
| Participant deferral / active EE | $7,548 | $8,034-6.0% | $7,298+3.4% | $5,850+29.0% |
| Admin fee / account holder | $52 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |