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 | $71,659 | $183,963-61.0% | $162,163-55.8% | $152,861-53.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.14% | 150.76%-145.6pp | 115.59%-110.4pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,997 | $6,371-68.6% | $5,614-64.4% | $4,762-58.1% |
| Participant deferral / active EE | $5,964 | $8,034-25.8% | $7,298-18.3% | $5,850+1.9% |
| Admin fee / account holder | $160 | $13,121-98.8% | $10,843-98.5% | $11,596-98.6% |