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 | $205,171 | $181,894+12.8% | $156,549+31.1% | $273,961-25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -7.47% | 30.74%-38.2pp | 32.23%-39.7pp | 41.45%-48.9pp |
| Employer contribution / active EE | $6,694 | $6,248+7.1% | $5,501+21.7% | $4,869+37.5% |
| Participant deferral / active EE | $5,054 | $5,550-8.9% | $4,871+3.7% | $5,287-4.4% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |