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 | $139,715 | $157,256-11.2% | $141,162-1.0% | $152,861-8.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.91% | 64.32%-50.4pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $3,989 | $5,261-24.2% | $4,735-15.7% | $4,762-16.2% |
| Participant deferral / active EE | $6,896 | $7,109-3.0% | $6,709+2.8% | $5,850+17.9% |
| Admin fee / account holder | $156 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |