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 | $64,259 | $114,381-43.8% | $107,525-40.2% | $142,382-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.86% | 242.71%-236.8pp | 181.32%-175.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $968 | $4,015-75.9% | $3,754-74.2% | $4,299-77.5% |
| Participant deferral / active EE | $2,774 | $5,564-50.1% | $5,116-45.8% | $6,507-57.4% |
| Admin fee / account holder | $90 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |