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 | $101,290 | $105,998-4.4% | $92,233+9.8% | $147,584-31.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.50% | 50.05%-42.5pp | 176.28%-168.8pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,349 | $4,333-68.9% | $3,679-63.3% | $4,876-72.3% |
| Participant deferral / active EE | $1,395 | $4,478-68.8% | $3,897-64.2% | $5,439-74.3% |
| Admin fee / account holder | $298 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |