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 | $153,730 | $153,7720% | $133,980+14.7% | $273,961-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -5.82% | 36.51%-42.3pp | 29.30%-35.1pp | 41.45%-47.3pp |
| Employer contribution / active EE | $9,229 | $6,029+53.1% | $5,211+77.1% | $4,869+89.6% |
| Participant deferral / active EE | $6,600 | $6,958-5.2% | $6,282+5.1% | $5,287+24.8% |
| Admin fee / account holder | $62 | $11,765-99.5% | $9,324-99.3% | $10,132-99.4% |