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 | $29,681 | $76,367-61.1% | $93,606-68.3% | $72,985-59.3% |
| Participation rate | 76.7% | 71.7%+4.9pp | 75.8%+0.8pp | 69.5%+7.2pp |
| Annual return | 15.20% | 25.82%-10.6pp | 32.76%-17.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,144 | $2,275-49.7% | $2,718-57.9% | $2,440-53.1% |
| Participant deferral / active EE | $2,360 | $3,538-33.3% | $4,069-42.0% | $3,607-34.6% |
| Admin fee / account holder | $289 | $6,838-95.8% | $7,888-96.3% | $5,124-94.4% |