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 | $75,489 | $54,762+37.8% | $90,281-16.4% | $72,985+3.4% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 4.84% | 30.63%-25.8pp | 78.10%-73.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $2,815 | $2,092+34.5% | $2,854-1.4% | $2,440+15.4% |
| Participant deferral / active EE | $5,080 | $2,887+75.9% | $3,885+30.7% | $3,607+40.8% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |