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 | $122,245 | $127,777-4.3% | $106,548+14.7% | $167,490-27.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.56% | 33.87%-28.3pp | 26.80%-21.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $3,935 | $3,427+14.8% | $2,819+39.6% | $4,837-18.7% |
| Participant deferral / active EE | $8,922 | $5,087+75.4% | $4,398+102.9% | $6,341+40.7% |
| Admin fee / account holder | $165 | $11,228-98.5% | $7,407-97.8% | $12,309-98.7% |