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 | $118,547 | $171,865-31.0% | $149,718-20.8% | $147,584-19.7% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | -3.71% | 2113.22%-2116.9pp | 1501.63%-1505.3pp | 578.55%-582.3pp |
| Employer contribution / active EE | $2,202 | $6,275-64.9% | $5,445-59.6% | $4,876-54.8% |
| Participant deferral / active EE | $3,830 | $7,271-47.3% | $6,569-41.7% | $5,439-29.6% |
| Admin fee / account holder | $276 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |