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 | $177,924 | $124,281+43.2% | $109,143+63.0% | $167,490+6.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.71% | 26.04%-18.3pp | 25.75%-18.0pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,492 | $4,207-64.5% | $3,722-59.9% | $4,837-69.2% |
| Participant deferral / active EE | $3,561 | $5,255-32.2% | $4,653-23.5% | $6,341-43.8% |
| Admin fee / account holder | $50 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |