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 5-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 | $95,960 | $89,753+6.9% | $107,525-10.8% | $84,808+13.2% |
| Participation rate | 79.7% | 68.1%+11.6pp | 75.1%+4.6pp | 68.3%+11.3pp |
| Annual return | 5.45% | 29.48%-24.0pp | 181.32%-175.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $4,057 | $3,113+30.3% | $3,754+8.1% | $2,631+54.2% |
| Participant deferral / active EE | $10,616 | $4,056+161.7% | $5,116+107.5% | $4,212+152.1% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |