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 | $70,380 | $198,466-64.5% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.38% | 257.29%-256.9pp | 205.93%-205.6pp | 578.55%-578.2pp |
| Employer contribution / active EE | $1,515 | $6,184-75.5% | $5,433-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $8,361 | $5,629+48.5% | $4,939+69.3% | $5,439+53.7% |
| Admin fee / account holder | $87 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |