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 | $46,693 | $84,233-44.6% | $170,442-72.6% | $70,131-33.4% |
| Participation rate | 78.8% | 70.8%+8.0pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 8.92% | 23.06%-14.1pp | 205.93%-197.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,734 | $3,387-19.3% | $5,433-49.7% | $2,342+16.7% |
| Participant deferral / active EE | $1,869 | $3,086-39.4% | $4,939-62.2% | $3,332-43.9% |
| Admin fee / account holder | $263 | $5,698-95.4% | $13,880-98.1% | $4,645-94.3% |