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 | $122,390 | $202,432-39.5% | $169,368-27.7% | $139,434-12.2% |
| Participation rate | 76.9% | 81.1%-4.1pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 7.46% | 531.74%-524.3pp | 405.60%-398.1pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,993 | $4,692-36.2% | $4,013-25.4% | $4,751-37.0% |
| Participant deferral / active EE | $7,110 | $6,938+2.5% | $6,221+14.3% | $6,710+6.0% |
| Admin fee / account holder | $2 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |