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 | $92,390 | $102,966-10.3% | $90,281+2.3% | $152,861-39.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 1.07% | 95.16%-94.1pp | 78.10%-77.0pp | 345.32%-344.2pp |
| Employer contribution / active EE | $857 | $3,139-72.7% | $2,854-70.0% | $4,762-82.0% |
| Participant deferral / active EE | $1,071 | $4,281-75.0% | $3,885-72.4% | $5,850-81.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |