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 | $81,342 | $85,202-4.5% | $172,739-52.9% | $72,985+11.5% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 10.41% | 27.32%-16.9pp | 802.84%-792.4pp | 81.00%-70.6pp |
| Employer contribution / active EE | $2,938 | $3,324-11.6% | $5,143-42.9% | $2,440+20.4% |
| Participant deferral / active EE | $3,559 | $3,260+9.2% | $5,198-31.5% | $3,607-1.3% |
| Admin fee / account holder | $68 | $5,884-98.8% | $13,954-99.5% | $5,124-98.7% |