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 | $44,718 | $53,516-16.4% | $126,539-64.7% | $84,808-47.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.04% | 58.34%-47.3pp | 425.95%-414.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,362 | $1,535+53.9% | $3,674-35.7% | $2,631-10.2% |
| Participant deferral / active EE | $2,101 | $2,671-21.3% | $4,083-48.5% | $4,212-50.1% |
| Admin fee / account holder | $238 | $4,497-94.7% | $6,065-96.1% | $7,344-96.8% |