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 | $89,938 | $176,056-48.9% | $159,436-43.6% | $167,490-46.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.40% | 331.75%-325.3pp | 263.57%-257.2pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,541 | $5,297-52.0% | $4,829-47.4% | $4,837-47.5% |
| Participant deferral / active EE | $6,043 | $7,750-22.0% | $7,352-17.8% | $6,341-4.7% |
| Admin fee / account holder | $281 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |