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 | $54,384 | $124,425-56.3% | $112,040-51.5% | $137,256-60.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.06% | 24.72%-17.7pp | 24.52%-17.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,132 | $3,411-8.2% | $2,954+6.0% | $4,156-24.6% |
| Participant deferral / active EE | $3,147 | $5,718-45.0% | $5,098-38.3% | $6,407-50.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |