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 | $89,300 | $72,277+23.6% | $101,248-11.8% | $79,858+11.8% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 8.84% | 22.30%-13.5pp | 46.47%-37.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,314 | $2,692-51.2% | $3,660-64.1% | $2,471-46.8% |
| Participant deferral / active EE | $5,138 | $3,282+56.6% | $4,370+17.6% | $3,740+37.4% |
| Admin fee / account holder | $192 | $4,400-95.6% | $5,945-96.8% | $5,306-96.4% |