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 | $150,735 | $209,832-28.2% | $189,513-20.5% | $167,490-10.0% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 1.75% | 748.27%-746.5pp | 555.15%-553.4pp | 478.56%-476.8pp |
| Employer contribution / active EE | $3,007 | $6,914-56.5% | $6,162-51.2% | $4,837-37.8% |
| Participant deferral / active EE | $7,240 | $8,935-19.0% | $8,221-11.9% | $6,341+14.2% |
| Admin fee / account holder | $145 | $14,293-99.0% | $12,045-98.8% | $12,309-98.8% |