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 | $103,249 | $65,409+57.9% | $98,442+4.9% | $85,850+20.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 9.51% | 21.76%-12.3pp | 1492.73%-1483.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,428 | $2,168+12.0% | $2,960-18.0% | $2,565-5.3% |
| Participant deferral / active EE | $4,935 | $3,166+55.9% | $4,276+15.4% | $3,952+24.9% |
| Admin fee / account holder | $185 | $4,593-96.0% | $5,949-96.9% | $6,260-97.0% |