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 | $110,591 | $99,079+11.6% | $77,999+41.8% | $273,961-59.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 0.19% | 217.93%-217.7pp | 425.96%-425.8pp | 41.45%-41.3pp |
| Employer contribution / active EE | $6,196 | $3,308+87.3% | $2,470+150.9% | $4,869+27.3% |
| Participant deferral / active EE | $3,794 | $4,306-11.9% | $3,497+8.5% | $5,287-28.2% |
| Admin fee / account holder | $59 | $8,954-99.3% | $5,480-98.9% | $10,132-99.4% |