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 | $108,381 | $102,966+5.3% | $90,281+20.0% | $152,861-29.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.47% | 95.16%-91.7pp | 78.10%-74.6pp | 345.32%-341.8pp |
| Employer contribution / active EE | $5,133 | $3,139+63.5% | $2,854+79.8% | $4,762+7.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $200 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |