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 | $150,040 | $106,749+40.6% | $145,433+3.2% | $82,448+82.0% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 9.63% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,684 | $3,444-51.1% | $4,554-63.0% | $2,551-34.0% |
| Participant deferral / active EE | $4,216 | $6,519-35.3% | $7,897-46.6% | $4,139+1.8% |
| Admin fee / account holder | $41 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |