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 | $76,538 | $112,881-32.2% | $90,951-15.8% | $158,922-51.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.61% | 215.79%-211.2pp | 134.60%-130.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $9,919 | $2,893+242.9% | $2,122+367.5% | $4,761+108.3% |
| Participant deferral / active EE | $4,333 | $4,128+5.0% | $3,373+28.5% | $5,982-27.6% |
| Admin fee / account holder | $73 | $8,041-99.1% | $5,959-98.8% | $11,246-99.4% |