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 | $97,580 | $110,261-11.5% | $95,745+1.9% | $139,434-30.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 5.53% | 27.11%-21.6pp | 28.35%-22.8pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,147 | $3,257-34.1% | $2,835-24.3% | $4,751-54.8% |
| Participant deferral / active EE | $5,478 | $4,676+17.1% | $4,245+29.0% | $6,710-18.4% |
| Admin fee / account holder | $17 | $6,613-99.7% | $5,678-99.7% | $11,403-99.9% |