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 | $70,620 | $157,256-55.1% | $141,162-50.0% | $152,861-53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.19% | 64.32%-57.1pp | 71.39%-64.2pp | 345.32%-338.1pp |
| Employer contribution / active EE | $9,176 | $5,261+74.4% | $4,735+93.8% | $4,762+92.7% |
| Participant deferral / active EE | $5,979 | $7,109-15.9% | $6,709-10.9% | $5,850+2.2% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |