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 | $121,196 | $107,334+12.9% | $92,893+30.5% | $152,861-20.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 5.26% | 145.58%-140.3pp | 109.41%-104.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $850 | $4,221-79.9% | $3,653-76.7% | $4,762-82.2% |
| Participant deferral / active EE | $1,371 | $4,845-71.7% | $4,236-67.6% | $5,850-76.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |