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 | $88,169 | $110,257-20.0% | $96,544-8.7% | $139,434-36.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 0.37% | 26.32%-25.9pp | 25.84%-25.5pp | 372.94%-372.6pp |
| Employer contribution / active EE | $1,103 | $3,620-69.5% | $2,965-62.8% | $4,751-76.8% |
| Participant deferral / active EE | $2,780 | $5,548-49.9% | $4,851-42.7% | $6,710-58.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |