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 | $97,342 | $72,492+34.3% | $87,100+11.8% | $72,985+33.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 10.87% | 24.46%-13.6pp | 28.19%-17.3pp | 81.00%-70.1pp |
| Employer contribution / active EE | $1,312 | $1,894-30.7% | $2,521-48.0% | $2,440-46.2% |
| Participant deferral / active EE | $2,979 | $3,270-8.9% | $4,049-26.4% | $3,607-17.4% |
| Admin fee / account holder | $150 | $5,055-97.0% | $7,497-98.0% | $5,124-97.1% |