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 | $223,855 | $153,772+45.6% | $133,980+67.1% | $273,961-18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.73% | 36.51%-38.2pp | 29.30%-31.0pp | 41.45%-43.2pp |
| Employer contribution / active EE | $3,399 | $6,029-43.6% | $5,211-34.8% | $4,869-30.2% |
| Participant deferral / active EE | $5,830 | $6,958-16.2% | $6,282-7.2% | $5,287+10.3% |
| Admin fee / account holder | $106 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |