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 3-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 | $111,665 | $118,427-5.7% | $66,042+69.1% | $142,382-21.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 2.58% | 35.57%-33.0pp | 52.11%-49.5pp | 217.08%-214.5pp |
| Employer contribution / active EE | $792 | $2,570-69.2% | $1,579-49.8% | $4,299-81.6% |
| Participant deferral / active EE | $1,032 | $4,311-76.1% | $2,835-63.6% | $6,507-84.1% |
| Admin fee / account holder | $292 | $9,593-97.0% | $5,747-94.9% | $12,624-97.7% |