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 | $91,545 | $111,724-18.1% | $93,606-2.2% | $145,922-37.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 6.92% | 202.98%-196.1pp | 133.20%-126.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $5,254 | $3,090+70.1% | $2,420+117.1% | $4,660+12.8% |
| Participant deferral / active EE | $3,477 | $4,912-29.2% | $4,411-21.2% | $6,688-48.0% |
| Admin fee / account holder | $36 | $10,250-99.6% | $8,285-99.6% | $13,397-99.7% |