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 | $138,990 | $175,202-20.7% | $149,673-7.1% | $139,434-0.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.39% | 166.71%-159.3pp | 134.42%-127.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $3,512 | $5,474-35.9% | $4,818-27.1% | $4,751-26.1% |
| Participant deferral / active EE | $12,392 | $6,519+90.1% | $5,680+118.2% | $6,710+84.7% |
| Admin fee / account holder | $107 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |