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 | $42,971 | $107,334-60.0% | $92,893-53.7% | $152,861-71.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 5.54% | 145.58%-140.0pp | 109.41%-103.9pp | 345.32%-339.8pp |
| Employer contribution / active EE | $811 | $4,221-80.8% | $3,653-77.8% | $4,762-83.0% |
| Participant deferral / active EE | $1,881 | $4,845-61.2% | $4,236-55.6% | $5,850-67.9% |
| Admin fee / account holder | $208 | $7,079-97.1% | $5,794-96.4% | $11,596-98.2% |