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 | $67,178 | $58,828+14.2% | $77,999-13.9% | $62,891+6.8% |
| Participation rate | 81.1% | 71.1%+10.0pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 4.78% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,117 | $1,672-33.2% | $2,470-54.8% | $2,281-51.0% |
| Participant deferral / active EE | $4,041 | $2,686+50.5% | $3,497+15.6% | $3,203+26.2% |
| Admin fee / account holder | $282 | $4,393-93.6% | $5,480-94.9% | $4,296-93.4% |