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 | $54,859 | $46,869+17.0% | $122,332-55.2% | $70,131-21.8% |
| Participation rate | 88.9% | 58.2%+30.7pp | 71.6%+17.3pp | 69.5%+19.3pp |
| Annual return | 12.78% | 24.22%-11.4pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,124 | $2,166+90.3% | $3,287+25.5% | $3,332+23.8% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |