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 | $69,366 | $63,703+8.9% | $93,063-25.5% | $82,448-15.9% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.7pp | 68.1%+3.4pp |
| Annual return | 11.28% | -775.43%+786.7pp | 34.15%-22.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $992 | $1,729-42.6% | $2,476-59.9% | $2,551-61.1% |
| Participant deferral / active EE | $2,883 | $2,919-1.2% | $3,958-27.2% | $4,139-30.3% |
| Admin fee / account holder | $184 | $5,982-96.9% | $6,033-97.0% | $7,234-97.5% |