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 | $99,252 | $85,766+15.7% | $136,294-27.2% | $70,131+41.5% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 12.02% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,254 | $5,051+4.0% | $6,247-15.9% | $3,332+57.7% |
| Admin fee / account holder | $75 | $5,420-98.6% | $9,243-99.2% | $4,645-98.4% |