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 | $61,103 | $85,766-28.8% | $136,294-55.2% | $70,131-12.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.69% | 31.45%-20.8pp | 5155.94%-5145.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $830 | $2,966-72.0% | $4,695-82.3% | $2,342-64.5% |
| Participant deferral / active EE | $5,491 | $5,051+8.7% | $6,247-12.1% | $3,332+64.8% |
| Admin fee / account holder | $185 | $5,420-96.6% | $9,243-98.0% | $4,645-96.0% |