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 | $37,072 | $53,777-31.1% | $134,143-72.4% | $79,858-53.6% |
| Participation rate | 71.7% | 58.8%+13.0pp | 72.2%-0.4pp | 69.6%+2.1pp |
| Annual return | 4.76% | 19.01%-14.2pp | 36.33%-31.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $831 | $1,321-37.1% | $3,704-77.6% | $2,471-66.4% |
| Participant deferral / active EE | $2,648 | $2,420+9.4% | $3,499-24.3% | $3,740-29.2% |
| Admin fee / account holder | $51 | $3,984-98.7% | $6,684-99.2% | $5,306-99.0% |