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 | $122,634 | $103,376+18.6% | $87,100+40.8% | $152,861-19.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 1.96% | 28.10%-26.1pp | 28.19%-26.2pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,853 | $3,220-42.5% | $2,521-26.5% | $4,762-61.1% |
| Participant deferral / active EE | $3,268 | $4,778-31.6% | $4,049-19.3% | $5,850-44.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |