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 | $120,086 | $110,261+8.9% | $95,745+25.4% | $139,434-13.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.51% | 27.11%-27.6pp | 28.35%-28.9pp | 372.94%-373.4pp |
| Employer contribution / active EE | $1,625 | $3,257-50.1% | $2,835-42.7% | $4,751-65.8% |
| Participant deferral / active EE | $2,032 | $4,676-56.6% | $4,245-52.1% | $6,710-69.7% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |