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 | $98,505 | $59,839+64.6% | $81,983+20.2% | $79,858+23.4% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.2%+7.5pp | 69.6%+7.1pp |
| Annual return | 9.12% | 17.56%-8.4pp | 41.31%-32.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $362 | $1,713-78.9% | $2,498-85.5% | $2,471-85.4% |
| Participant deferral / active EE | $2,571 | $2,695-4.6% | $3,722-30.9% | $3,740-31.2% |
| Admin fee / account holder | $120 | $4,287-97.2% | $5,664-97.9% | $5,306-97.7% |