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 | $95,892 | $179,726-46.6% | $156,263-38.6% | $142,382-32.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.36% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,307 | $5,069-54.5% | $4,333-46.8% | $4,299-46.3% |
| Participant deferral / active EE | $9,340 | $6,956+34.3% | $6,158+51.7% | $6,507+43.5% |
| Admin fee / account holder | $171 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |