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 | $178,174 | $181,894-2.0% | $156,549+13.8% | $273,961-35.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.76% | 30.74%-31.5pp | 32.23%-33.0pp | 41.45%-42.2pp |
| Employer contribution / active EE | $5,233 | $6,248-16.2% | $5,501-4.9% | $4,869+7.5% |
| Participant deferral / active EE | $8,508 | $5,550+53.3% | $4,871+74.7% | $5,287+60.9% |
| Admin fee / account holder | $53 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |