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 | $152,838 | $165,984-7.9% | $164,813-7.3% | $145,922+4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.73% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $15,974 | $5,273+202.9% | $4,341+268.0% | $4,660+242.8% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,031+68.6% | $6,688+52.0% |
| Admin fee / account holder | $44 | $16,648-99.7% | $12,690-99.7% | $13,397-99.7% |