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 | $45,705 | $76,552-40.3% | $123,892-63.1% | $62,891-27.3% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 4.24% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,392 | $2,883-17.0% | $4,617-48.2% | $2,281+4.9% |
| Participant deferral / active EE | $4,360 | $4,840-9.9% | $5,984-27.1% | $3,203+36.1% |
| Admin fee / account holder | $143 | $4,826-97.0% | $8,357-98.3% | $4,296-96.7% |