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 | $71,490 | $99,341-28.0% | $84,750-15.6% | $273,961-73.9% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 1.61% | 22.93%-21.3pp | 22.78%-21.2pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,037 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $2,464 | $4,269-42.3% | $3,712-33.6% | $5,287-53.4% |
| Admin fee / account holder | $15 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |