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 | $231,830 | $210,648+10.1% | $177,989+30.2% | $145,922+58.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.38% | 385.86%-385.5pp | 294.48%-294.1pp | 561.29%-560.9pp |
| Employer contribution / active EE | $1,574 | $4,565-65.5% | $3,949-60.1% | $4,660-66.2% |
| Participant deferral / active EE | $3,780 | $6,958-45.7% | $6,276-39.8% | $6,688-43.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |