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 | $141,445 | $176,056-19.7% | $159,436-11.3% | $167,490-15.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.80% | 331.75%-330.9pp | 263.57%-262.8pp | 478.56%-477.8pp |
| Employer contribution / active EE | $14,075 | $5,297+165.7% | $4,829+191.5% | $4,837+191.0% |
| Participant deferral / active EE | $8,667 | $7,750+11.8% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $139 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |