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 | $108,662 | $165,984-34.5% | $164,813-34.1% | $145,922-25.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 8.42% | 100.03%-91.6pp | 69.93%-61.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,167 | $5,273-39.9% | $4,341-27.1% | $4,660-32.0% |
| Participant deferral / active EE | $4,614 | $6,959-33.7% | $6,031-23.5% | $6,688-31.0% |
| Admin fee / account holder | $145 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |