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 | $30,783 | $157,256-80.4% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 2.01% | 64.32%-62.3pp | 71.39%-69.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,026 | $5,261-80.5% | $4,735-78.3% | $4,762-78.5% |
| Participant deferral / active EE | $3,701 | $7,109-47.9% | $6,709-44.8% | $5,850-36.7% |
| Admin fee / account holder | $89 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |