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 5-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 | $47,523 | $111,535-57.4% | $105,223-54.8% | $137,256-65.4% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.0%-2.8pp | 80.0%-7.7pp |
| Annual return | 10.84% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,022 | $3,939-74.1% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $3,386 | $5,500-38.4% | $5,072-33.2% | $6,407-47.1% |
| Admin fee / account holder | $287 | $9,721-97.0% | $8,859-96.8% | $12,270-97.7% |