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 | $99,967 | $110,257-9.3% | $96,544+3.5% | $139,434-28.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 8.07% | 26.32%-18.2pp | 25.84%-17.8pp | 372.94%-364.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,872 | $5,548-48.2% | $4,851-40.8% | $6,710-57.2% |
| Admin fee / account holder | $85 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |