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 | $91,213 | $175,202-47.9% | $149,673-39.1% | $139,434-34.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 4.27% | 166.71%-162.4pp | 134.42%-130.1pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,550 | $5,474-71.7% | $4,818-67.8% | $4,751-67.4% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $31 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |