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 | $95,844 | $157,256-39.1% | $141,162-32.1% | $152,861-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.93% | 64.32%-59.4pp | 71.39%-66.5pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,170 | $5,261-58.8% | $4,735-54.2% | $4,762-54.4% |
| Participant deferral / active EE | $6,493 | $7,109-8.7% | $6,709-3.2% | $5,850+11.0% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |