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 | $105,731 | $153,772-31.2% | $133,980-21.1% | $273,961-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.55% | 36.51%-36.0pp | 29.30%-28.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $11,867 | $6,029+96.8% | $5,211+127.7% | $4,869+143.7% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,282+94.2% | $5,287+130.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |