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 | $103,549 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.30% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,473 | $5,286-72.1% | $4,933-70.1% | $4,660-68.4% |
| Participant deferral / active EE | $7,625 | $8,428-9.5% | $8,070-5.5% | $6,688+14.0% |
| Admin fee / account holder | $285 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |