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 | $41,175 | $79,449-48.2% | $189,557-78.3% | $85,850-52.0% |
| Participation rate | 82.1% | 66.0%+16.1pp | 78.4%+3.6pp | 69.3%+12.8pp |
| Annual return | 11.49% | 18.45%-7.0pp | 64.17%-52.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,320 | $2,081-36.6% | $4,412-70.1% | $2,565-48.5% |
| Participant deferral / active EE | $3,032 | $4,051-25.1% | $6,174-50.9% | $3,952-23.3% |
| Admin fee / account holder | $251 | $5,377-95.3% | $9,807-97.4% | $6,260-96.0% |