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 8-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 | $112,460 | $109,904+2.3% | $97,167+15.7% | $145,959-23.0% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 1.28% | 243.43%-242.2pp | 75.27%-74.0pp | 561.95%-560.7pp |
| Employer contribution / active EE | $565 | $3,084-81.7% | $2,729-79.3% | $4,661-87.9% |
| Participant deferral / active EE | $8,650 | $4,676+85.0% | $4,264+102.9% | $6,689+29.3% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |