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 | $106,080 | $171,865-38.3% | $149,718-29.1% | $147,584-28.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 2.75% | 2113.22%-2110.5pp | 1501.63%-1498.9pp | 578.55%-575.8pp |
| Employer contribution / active EE | $3,363 | $6,275-46.4% | $5,445-38.2% | $4,876-31.0% |
| Participant deferral / active EE | $10,610 | $7,271+45.9% | $6,569+61.5% | $5,439+95.1% |
| Admin fee / account holder | $175 | $13,799-98.7% | $11,283-98.5% | $10,885-98.4% |