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 | $60,134 | $153,772-60.9% | $133,980-55.1% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.94% | 36.51%-33.6pp | 29.30%-26.4pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,533 | $6,029-58.0% | $5,211-51.4% | $4,869-48.0% |
| Participant deferral / active EE | $11,776 | $6,958+69.2% | $6,282+87.5% | $5,287+122.7% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,132-99.5% |