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 | $142,634 | $90,348+57.9% | $75,972+87.7% | $145,922-2.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.45% | 620.88%-617.4pp | 359.55%-356.1pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,180 | $3,311-64.4% | $2,685-56.1% | $4,660-74.7% |
| Participant deferral / active EE | $1,349 | $5,162-73.9% | $4,255-68.3% | $6,688-79.8% |
| Admin fee / account holder | $70 | $8,467-99.2% | $6,467-98.9% | $13,397-99.5% |