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 | $123,707 | $115,770+6.9% | $101,248+22.2% | $158,922-22.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 5.87% | 56.14%-50.3pp | 46.47%-40.6pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,758 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $7,431 | $4,957+49.9% | $4,370+70.0% | $5,982+24.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |