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 | $162,658 | $183,963-11.6% | $162,163+0.3% | $152,861+6.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 0.98% | 150.76%-149.8pp | 115.59%-114.6pp | 345.32%-344.3pp |
| Employer contribution / active EE | $2,591 | $6,371-59.3% | $5,614-53.8% | $4,762-45.6% |
| Participant deferral / active EE | $7,609 | $8,034-5.3% | $7,298+4.3% | $5,850+30.1% |
| Admin fee / account holder | $74 | $13,121-99.4% | $10,843-99.3% | $11,596-99.4% |