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 | $116,258 | $209,411-44.5% | $178,490-34.9% | $158,922-26.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.97% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,716 | $5,706-52.4% | $5,011-45.8% | $4,761-43.0% |
| Participant deferral / active EE | $6,753 | $5,954+13.4% | $5,202+29.8% | $5,982+12.9% |
| Admin fee / account holder | $236 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |