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 | $95,643 | $157,256-39.2% | $141,162-32.2% | $152,861-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.95% | 64.32%-54.4pp | 71.39%-61.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,226 | $5,261-57.7% | $4,735-53.0% | $4,762-53.2% |
| Participant deferral / active EE | $9,738 | $7,109+37.0% | $6,709+45.2% | $5,850+66.5% |
| Admin fee / account holder | $84 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |