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 | $43,922 | $202,318-78.3% | $172,739-74.6% | $152,861-71.3% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 11.65% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,667 | $5,856-71.5% | $5,143-67.6% | $4,762-65.0% |
| Participant deferral / active EE | $3,254 | $5,948-45.3% | $5,198-37.4% | $5,850-44.4% |
| Admin fee / account holder | $143 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |