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 9-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 | $110,756 | $153,772-28.0% | $133,980-17.3% | $273,961-59.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.29% | 36.51%-34.2pp | 29.30%-27.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $5,000 | $6,029-17.1% | $5,211-4.1% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,132-99.5% |