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 | $86,787 | $56,277+54.2% | $80,975+7.2% | $62,891+38.0% |
| Participation rate | 70.7% | 69.0%+1.7pp | 75.8%-5.1pp | 69.3%+1.4pp |
| Annual return | 4.24% | 22.12%-17.9pp | 17.10%-12.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,138 | $1,943-41.4% | $3,714-69.4% | $2,281-50.1% |
| Participant deferral / active EE | $3,612 | $4,195-13.9% | $5,696-36.6% | $3,203+12.8% |
| Admin fee / account holder | $214 | $3,741-94.3% | $5,516-96.1% | $4,296-95.0% |