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 | $69,257 | $197,591-64.9% | $177,821-61.1% | $158,922-56.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.22% | 58.76%-54.5pp | 48.32%-44.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $4,594 | $6,697-31.4% | $5,918-22.4% | $4,761-3.5% |
| Participant deferral / active EE | $10,054 | $8,405+19.6% | $7,714+30.3% | $5,982+68.1% |
| Admin fee / account holder | $231 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |