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 | $114,809 | $114,381+0.4% | $107,525+6.8% | $142,382-19.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.13% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,671 | $4,015-58.4% | $3,754-55.5% | $4,299-61.1% |
| Participant deferral / active EE | $4,673 | $5,564-16.0% | $5,116-8.7% | $6,507-28.2% |
| Admin fee / account holder | $59 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |