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 | $53,597 | $124,281-56.9% | $109,143-50.9% | $167,490-68.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 4.89% | 26.04%-21.1pp | 25.75%-20.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $2,222 | $4,207-47.2% | $3,722-40.3% | $4,837-54.1% |
| Participant deferral / active EE | $1,618 | $5,255-69.2% | $4,653-65.2% | $6,341-74.5% |
| Admin fee / account holder | $184 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |