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 | $88,006 | $127,065-30.7% | $113,168-22.2% | $142,382-38.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 5.41% | 24.03%-18.6pp | 24.27%-18.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,046 | $3,442-69.6% | $2,975-64.8% | $4,299-75.7% |
| Participant deferral / active EE | $2,377 | $5,716-58.4% | $5,107-53.5% | $6,507-63.5% |
| Admin fee / account holder | $149 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |