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 | $38,950 | $149,734-74.0% | $118,925-67.2% | $158,922-75.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 0.94% | 19.95%-19.0pp | 35.88%-34.9pp | 302.83%-301.9pp |
| Employer contribution / active EE | $2,387 | $4,115-42.0% | $3,263-26.8% | $4,761-49.9% |
| Participant deferral / active EE | $3,084 | $5,223-41.0% | $4,265-27.7% | $5,982-48.4% |
| Admin fee / account holder | $7 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |