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 | $162,149 | $105,126+54.2% | $94,646+71.3% | $139,434+16.3% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | -1.63% | 38.03%-39.7pp | 156.71%-158.3pp | 372.94%-374.6pp |
| Employer contribution / active EE | $3,499 | $4,106-14.8% | $3,672-4.7% | $4,751-26.4% |
| Participant deferral / active EE | $2,782 | $7,599-63.4% | $7,418-62.5% | $6,710-58.5% |
| Admin fee / account holder | $217 | $8,984-97.6% | $7,231-97.0% | $11,403-98.1% |