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 | $124,425-29.3% | $112,040-21.5% | $137,256-35.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 5.41% | 24.72%-19.3pp | 24.52%-19.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,046 | $3,411-69.3% | $2,954-64.6% | $4,156-74.8% |
| Participant deferral / active EE | $2,377 | $5,718-58.4% | $5,098-53.4% | $6,407-62.9% |
| Admin fee / account holder | $149 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |