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 | $62,191 | $83,477-25.5% | $125,175-50.3% | $72,985-14.8% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 4.18% | 25.78%-21.6pp | 43.79%-39.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,666 | $2,345-29.0% | $3,865-56.9% | $2,440-31.7% |
| Participant deferral / active EE | $2,905 | $3,585-19.0% | $4,937-41.2% | $3,607-19.5% |
| Admin fee / account holder | $36 | $5,517-99.4% | $9,702-99.6% | $5,124-99.3% |