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 | $113,020 | $198,466-43.1% | $170,442-33.7% | $147,584-23.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 0.70% | 257.29%-256.6pp | 205.93%-205.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $4,594 | $6,184-25.7% | $5,433-15.4% | $4,876-5.8% |
| Participant deferral / active EE | $6,329 | $5,629+12.4% | $4,939+28.1% | $5,439+16.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |