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 | $111,554 | $183,519-39.2% | $155,509-28.3% | $145,922-23.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.36% | 61.17%-57.8pp | 64.67%-61.3pp | 561.29%-557.9pp |
| Employer contribution / active EE | $6,261 | $5,313+17.8% | $4,672+34.0% | $4,660+34.4% |
| Participant deferral / active EE | $5,527 | $6,462-14.5% | $5,626-1.8% | $6,688-17.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |