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 | $138,793 | $201,272-31.0% | $184,203-24.7% | $145,922-4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 29.00%-25.8pp | 28.81%-25.6pp | 561.29%-558.1pp |
| Employer contribution / active EE | $5,955 | $7,022-15.2% | $6,427-7.3% | $4,660+27.8% |
| Participant deferral / active EE | $6,606 | $9,806-32.6% | $9,131-27.7% | $6,688-1.2% |
| Admin fee / account holder | $222 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |