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 | $156,829 | $163,101-3.8% | $136,749+14.7% | $142,382+10.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.52% | 27.54%-24.0pp | 24.33%-20.8pp | 217.08%-213.6pp |
| Employer contribution / active EE | $4,342 | $4,117+5.5% | $3,400+27.7% | $4,299+1.0% |
| Participant deferral / active EE | $10,333 | $5,585+85.0% | $4,692+120.2% | $6,507+58.8% |
| Admin fee / account holder | $104 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |