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 | $97,772 | $103,376-5.4% | $87,100+12.3% | $152,861-36.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 6.66% | 28.10%-21.4pp | 28.19%-21.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,571 | $3,220+10.9% | $2,521+41.6% | $4,762-25.0% |
| Participant deferral / active EE | $1,700 | $4,778-64.4% | $4,049-58.0% | $5,850-70.9% |
| Admin fee / account holder | $78 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |