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 | $102,793 | $93,571+9.9% | $135,903-24.4% | $75,163+36.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 15.09% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,175 | $3,537-10.2% | $4,856-34.6% | $2,670+18.9% |
| Participant deferral / active EE | $8,970 | $6,404+40.1% | $7,758+15.6% | $4,125+117.5% |
| Admin fee / account holder | $107 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |