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 | $111,535-42.4% | $105,223-38.9% | $137,256-53.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.86% | 237.85%-232.0pp | 180.65%-174.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $968 | $3,939-75.4% | $3,689-73.8% | $4,156-76.7% |
| Participant deferral / active EE | $2,774 | $5,500-49.6% | $5,072-45.3% | $6,407-56.7% |
| Admin fee / account holder | $90 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |