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 | $41,145 | $76,552-46.3% | $123,892-66.8% | $62,891-34.6% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 5.11% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,674 | $2,883-41.9% | $4,617-63.7% | $2,281-26.6% |
| Participant deferral / active EE | $3,126 | $4,840-35.4% | $5,984-47.8% | $3,203-2.4% |
| Admin fee / account holder | $67 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |