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 | $101,618-40.7% | $93,063-35.3% | $137,256-56.1% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 9.63% | 223.95%-214.3pp | 34.15%-24.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,001 | $2,707-26.1% | $2,476-19.2% | $4,156-51.8% |
| Participant deferral / active EE | $6,244 | $4,279+45.9% | $3,958+57.7% | $6,407-2.5% |
| Admin fee / account holder | $240 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |