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 | $49,463 | $74,888-34.0% | $71,209-30.5% | $142,382-65.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,514 | $2,854-11.9% | $2,721-7.6% | $4,299-41.5% |
| Participant deferral / active EE | $2,369 | $4,454-46.8% | $4,175-43.3% | $6,507-63.6% |
| Admin fee / account holder | $42 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |