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 | $64,407 | $118,450-45.6% | $98,439-34.6% | $139,434-53.8% |
| Participation rate | 73.3% | 77.4%-4.1pp | 75.2%-1.8pp | 80.3%-7.0pp |
| Annual return | 7.92% | 18.94%-11.0pp | 21.16%-13.2pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,862 | $3,609-48.4% | $3,048-38.9% | $4,751-60.8% |
| Participant deferral / active EE | $5,423 | $5,392+0.6% | $4,738+14.5% | $6,710-19.2% |
| Admin fee / account holder | $195 | $14,026-98.6% | $8,948-97.8% | $11,403-98.3% |