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 | $119,602 | $99,877+19.7% | $84,966+40.8% | $145,922-18.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.09% | 83.76%-75.7pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,143 | $3,231+28.2% | $2,727+51.9% | $4,660-11.1% |
| Participant deferral / active EE | $9,165 | $5,291+73.2% | $4,519+102.8% | $6,688+37.0% |
| Admin fee / account holder | $95 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |