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 | $144,565 | $157,256-8.1% | $141,162+2.4% | $152,861-5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.17% | 64.32%-59.2pp | 71.39%-66.2pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,330 | $5,261-74.7% | $4,735-71.9% | $4,762-72.1% |
| Participant deferral / active EE | $4,993 | $7,109-29.8% | $6,709-25.6% | $5,850-14.7% |
| Admin fee / account holder | $76 | $12,120-99.4% | $10,261-99.3% | $11,596-99.3% |