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 | $31,176 | $95,416-67.3% | $185,823-83.2% | $85,850-63.7% |
| Participation rate | 88.6% | 68.8%+19.8pp | 81.7%+6.9pp | 69.3%+19.3pp |
| Annual return | 7.46% | 23.59%-16.1pp | 122.05%-114.6pp | 318.53%-311.1pp |
| Employer contribution / active EE | $4,647 | $3,314+40.2% | $5,167-10.1% | $2,565+81.2% |
| Participant deferral / active EE | $2,386 | $3,423-30.3% | $5,568-57.1% | $3,952-39.6% |
| Admin fee / account holder | $115 | $7,213-98.4% | $16,237-99.3% | $6,260-98.2% |