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 | $84,421 | $159,901-47.2% | $146,958-42.6% | $145,922-42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.53% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,245 | $5,286-0.8% | $4,933+6.3% | $4,660+12.6% |
| Participant deferral / active EE | $8,089 | $8,428-4.0% | $8,070+0.2% | $6,688+20.9% |
| Admin fee / account holder | $162 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |