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 | $82,549 | $76,552+7.8% | $123,892-33.4% | $62,891+31.3% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 1.46% | 18.68%-17.2pp | 47.52%-46.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $3,896 | $2,883+35.1% | $4,617-15.6% | $2,281+70.8% |
| Participant deferral / active EE | $8,308 | $4,840+71.7% | $5,984+38.8% | $3,203+159.4% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |