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 | $121,698 | $105,998+14.8% | $92,233+31.9% | $147,584-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.34% | 50.05%-41.7pp | 176.28%-167.9pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,798 | $4,333-58.5% | $3,679-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $3,033 | $4,478-32.3% | $3,897-22.2% | $5,439-44.2% |
| Admin fee / account holder | $52 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |