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 | $98,977 | $103,376-4.3% | $87,100+13.6% | $152,861-35.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 5.86% | 28.10%-22.2pp | 28.19%-22.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,296 | $3,220-28.7% | $2,521-8.9% | $4,762-51.8% |
| Participant deferral / active EE | $4,891 | $4,778+2.4% | $4,049+20.8% | $5,850-16.4% |
| Admin fee / account holder | $300 | $12,205-97.5% | $7,497-96.0% | $11,596-97.4% |