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 | $98,994 | $72,277+37.0% | $101,248-2.2% | $79,858+24.0% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 9.07% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,478 | $2,692-45.1% | $3,660-59.6% | $2,471-40.2% |
| Participant deferral / active EE | $8,101 | $3,282+146.9% | $4,370+85.4% | $3,740+116.6% |
| Admin fee / account holder | $215 | $4,400-95.1% | $5,945-96.4% | $5,306-95.9% |