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 | $86,867 | $158,398-45.2% | $126,539-31.4% | $142,382-39.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.19% | 593.76%-584.6pp | 425.95%-416.8pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,538 | $4,767+16.2% | $4,083+35.6% | $6,507-14.9% |
| Admin fee / account holder | $161 | $6,918-97.7% | $6,065-97.4% | $12,624-98.7% |