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 | $126,698 | $112,881+12.2% | $90,951+39.3% | $158,922-20.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.19% | 215.79%-215.6pp | 134.60%-134.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $5,029 | $2,893+73.8% | $2,122+137.0% | $4,761+5.6% |
| Participant deferral / active EE | $4,833 | $4,128+17.1% | $3,373+43.3% | $5,982-19.2% |
| Admin fee / account holder | $49 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |