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 | $176,244 | $96,305+83.0% | $80,569+118.7% | $139,434+26.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 9.18% | 1350.08%-1340.9pp | 935.43%-926.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,730 | $3,262-47.0% | $2,723-36.5% | $4,751-63.6% |
| Participant deferral / active EE | $5,309 | $5,232+1.5% | $4,447+19.4% | $6,710-20.9% |
| Admin fee / account holder | $177 | $6,599-97.3% | $5,377-96.7% | $11,403-98.5% |