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 | $185,768 | $175,202+6.0% | $149,673+24.1% | $139,434+33.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.40% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $3,136 | $5,474-42.7% | $4,818-34.9% | $4,751-34.0% |
| Participant deferral / active EE | $8,288 | $6,519+27.1% | $5,680+45.9% | $6,710+23.5% |
| Admin fee / account holder | $184 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |