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 | $56,241 | $86,929-35.3% | $102,423-45.1% | $80,856-30.4% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 10.10% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,536 | $2,369-35.2% | $3,023-49.2% | $2,755-44.2% |
| Participant deferral / active EE | $5,863 | $4,118+42.4% | $5,053+16.0% | $4,296+36.5% |
| Admin fee / account holder | $248 | $8,049-96.9% | $9,451-97.4% | $6,918-96.4% |