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 | $77,965 | $85,202-8.5% | $172,739-54.9% | $72,985+6.8% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.8pp |
| Annual return | 10.00% | 27.32%-17.3pp | 802.84%-792.8pp | 81.00%-71.0pp |
| Employer contribution / active EE | $3,131 | $3,324-5.8% | $5,143-39.1% | $2,440+28.3% |
| Participant deferral / active EE | $4,355 | $3,260+33.6% | $5,198-16.2% | $3,607+20.7% |
| Admin fee / account holder | $257 | $5,884-95.6% | $13,954-98.2% | $5,124-95.0% |