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 | $80,726 | $157,256-48.7% | $141,162-42.8% | $152,861-47.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 0.71% | 64.32%-63.6pp | 71.39%-70.7pp | 345.32%-344.6pp |
| Employer contribution / active EE | $4,485 | $5,261-14.7% | $4,735-5.3% | $4,762-5.8% |
| Participant deferral / active EE | $8,303 | $7,109+16.8% | $6,709+23.8% | $5,850+41.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |