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 | $138,083 | $175,202-21.2% | $149,673-7.7% | $139,434-1.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.59% | 166.71%-161.1pp | 134.42%-128.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $12,046 | $5,474+120.1% | $4,818+150.0% | $4,751+153.6% |
| Participant deferral / active EE | $7,400 | $6,519+13.5% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |