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 | $131,503 | $183,519-28.3% | $155,509-15.4% | $145,922-9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.50% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.8pp |
| Employer contribution / active EE | $27,047 | $5,313+409.1% | $4,672+478.9% | $4,660+480.4% |
| Participant deferral / active EE | $26,750 | $6,462+313.9% | $5,626+375.5% | $6,688+300.0% |
| Admin fee / account holder | $160 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |