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 | $77,335 | $103,376-25.2% | $87,100-11.2% | $152,861-49.4% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 4.18% | 28.10%-23.9pp | 28.19%-24.0pp | 345.32%-341.1pp |
| Employer contribution / active EE | $816 | $3,220-74.7% | $2,521-67.7% | $4,762-82.9% |
| Participant deferral / active EE | $2,176 | $4,778-54.5% | $4,049-46.3% | $5,850-62.8% |
| Admin fee / account holder | $92 | $12,205-99.2% | $7,497-98.8% | $11,596-99.2% |