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 | $133,773 | $86,286+55.0% | $111,297+20.2% | $85,850+55.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.34% | 19.99%-11.6pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $4,443 | $2,043+117.4% | $2,731+62.7% | $2,565+73.2% |
| Participant deferral / active EE | $5,101 | $3,641+40.1% | $4,487+13.7% | $3,952+29.1% |
| Admin fee / account holder | -$30 | $8,188-100.4% | $7,964-100.4% | $6,260-100.5% |