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 | $83,878 | $74,888+12.0% | $71,209+17.8% | $142,382-41.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.80% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,105 | $2,854-26.3% | $2,721-22.6% | $4,299-51.0% |
| Participant deferral / active EE | $2,823 | $4,454-36.6% | $4,175-32.4% | $6,507-56.6% |
| Admin fee / account holder | $271 | $5,568-95.1% | $5,349-94.9% | $12,624-97.9% |