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 | $101,784 | $105,998-4.0% | $92,233+10.4% | $147,584-31.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.53% | 50.05%-44.5pp | 176.28%-170.8pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,531 | $4,333-64.7% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $4,946 | $4,478+10.5% | $3,897+26.9% | $5,439-9.1% |
| Admin fee / account holder | $170 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |