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 | $174,509 | $123,793+41.0% | $177,821-1.9% | $79,858+118.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 2.27% | 22.82%-20.6pp | 48.32%-46.1pp | 31.71%-29.4pp |
| Employer contribution / active EE | $7,730 | $4,095+88.8% | $5,918+30.6% | $2,471+212.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $139 | $7,243-98.1% | $12,427-98.9% | $5,306-97.4% |