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 | $88,238 | $154,117-42.7% | $129,995-32.1% | $139,434-36.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.00% | 32.48%-27.5pp | -137.18%+142.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $5,556 | $5,289+5.0% | $4,320+28.6% | $4,751+16.9% |
| Participant deferral / active EE | $8,744 | $6,710+30.3% | $5,820+50.2% | $6,710+30.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |