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 | $148,955 | $214,378-30.5% | $200,582-25.7% | $142,382+4.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.44% | 46.41%-40.0pp | 42.33%-35.9pp | 217.08%-210.6pp |
| Employer contribution / active EE | $5,823 | $6,841-14.9% | $6,419-9.3% | $4,299+35.5% |
| Participant deferral / active EE | $3,479 | $9,865-64.7% | $9,331-62.7% | $6,507-46.5% |
| Admin fee / account holder | $48 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |