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 | $84,229 | $175,202-51.9% | $149,673-43.7% | $139,434-39.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.13% | 166.71%-162.6pp | 134.42%-130.3pp | 372.94%-368.8pp |
| Employer contribution / active EE | $5,556 | $5,474+1.5% | $4,818+15.3% | $4,751+16.9% |
| Participant deferral / active EE | $5,439 | $6,519-16.6% | $5,680-4.2% | $6,710-18.9% |
| Admin fee / account holder | $22 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |