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 | $97,549 | $148,534-34.3% | $135,903-28.2% | $139,434-30.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 10.97% | 79.19%-68.2pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,168 | $5,243-39.6% | $4,856-34.8% | $4,751-33.3% |
| Participant deferral / active EE | $8,440 | $8,100+4.2% | $7,758+8.8% | $6,710+25.8% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |