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 | $60,691 | $105,181-42.3% | $159,436-61.9% | $85,850-29.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.0pp | 69.3%+8.5pp |
| Annual return | 10.80% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,586 | $3,318-22.1% | $4,829-46.4% | $2,565+0.8% |
| Participant deferral / active EE | $5,927 | $5,945-0.3% | $7,352-19.4% | $3,952+50.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |