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 | $113,772 | $183,963-38.2% | $162,163-29.8% | $152,861-25.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.59% | 150.76%-144.2pp | 115.59%-109.0pp | 345.32%-338.7pp |
| Employer contribution / active EE | $5,454 | $6,371-14.4% | $5,614-2.8% | $4,762+14.5% |
| Participant deferral / active EE | $5,688 | $8,034-29.2% | $7,298-22.1% | $5,850-2.8% |
| Admin fee / account holder | $286 | $13,121-97.8% | $10,843-97.4% | $11,596-97.5% |