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 | $129,551 | $117,381+10.4% | $99,443+30.3% | $152,861-15.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 4.94% | 31.87%-26.9pp | 30.72%-25.8pp | 345.32%-340.4pp |
| Employer contribution / active EE | $568 | $3,013-81.1% | $2,540-77.6% | $4,762-88.1% |
| Participant deferral / active EE | $727 | $4,086-82.2% | $3,619-79.9% | $5,850-87.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |