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 | $136,039 | $117,983+15.3% | $101,794+33.6% | $142,382-4.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.57% | 36.92%-29.3pp | 30.53%-23.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,173 | $2,773+14.5% | $2,289+38.6% | $4,299-26.2% |
| Participant deferral / active EE | $3,879 | $4,714-17.7% | $4,084-5.0% | $6,507-40.4% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |