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 | $42,711 | $183,963-76.8% | $162,163-73.7% | $152,861-72.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.27% | 150.76%-148.5pp | 115.59%-113.3pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,948 | $6,371-38.0% | $5,614-29.7% | $4,762-17.1% |
| Participant deferral / active EE | $18,006 | $8,034+124.1% | $7,298+146.7% | $5,850+207.8% |
| Admin fee / account holder | $127 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |