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 | $109,881+36.5% | $150,0450% | $84,808+76.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 9.63% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,684 | $3,561-52.7% | $4,693-64.1% | $2,631-36.0% |
| Participant deferral / active EE | $4,216 | $6,636-36.5% | $7,997-47.3% | $4,212+0.1% |
| Admin fee / account holder | $41 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |