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 | $110,706 | $107,334+3.1% | $92,893+19.2% | $152,861-27.6% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 1.81% | 145.58%-143.8pp | 109.41%-107.6pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,422 | $4,221-42.6% | $3,653-33.7% | $4,762-49.1% |
| Participant deferral / active EE | $5,002 | $4,845+3.2% | $4,236+18.1% | $5,850-14.5% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |