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 | $77,399 | $81,632-5.2% | $70,449+9.9% | $158,922-51.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 0.77% | 208.40%-207.6pp | 109.03%-108.3pp | 302.83%-302.1pp |
| Employer contribution / active EE | $7,533 | $3,217+134.2% | $2,737+175.3% | $4,761+58.2% |
| Participant deferral / active EE | $3,991 | $4,554-12.4% | $3,709+7.6% | $5,982-33.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |