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 | $60,228 | $104,974-42.6% | $95,585-37.0% | $142,382-57.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 9.63% | 210.33%-200.7pp | 38.56%-28.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,001 | $2,779-28.0% | $2,527-20.8% | $4,299-53.4% |
| Participant deferral / active EE | $6,244 | $4,352+43.5% | $4,023+55.2% | $6,507-4.0% |
| Admin fee / account holder | $240 | $6,386-96.2% | $6,127-96.1% | $12,624-98.1% |