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 | $92,147 | $114,381-19.4% | $107,525-14.3% | $142,382-35.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.41% | 242.71%-239.3pp | 181.32%-177.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $9,312 | $4,015+132.0% | $3,754+148.1% | $4,299+116.6% |
| Participant deferral / active EE | $11,750 | $5,564+111.2% | $5,116+129.7% | $6,507+80.6% |
| Admin fee / account holder | $220 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |