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 | $168,010 | $109,881+52.9% | $150,045+12.0% | $84,808+98.1% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 13.73% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,524 | $6,636-1.7% | $7,997-18.4% | $4,212+54.9% |
| Admin fee / account holder | $223 | $8,568-97.4% | $13,435-98.3% | $7,344-97.0% |