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 | $39,202 | $157,256-75.1% | $141,162-72.2% | $152,861-74.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 5.97% | 64.32%-58.4pp | 71.39%-65.4pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,086 | $5,261-79.4% | $4,735-77.1% | $4,762-77.2% |
| Participant deferral / active EE | $3,777 | $7,109-46.9% | $6,709-43.7% | $5,850-35.4% |
| Admin fee / account holder | $178 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |