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 | $120,223 | $70,428+70.7% | $96,562+24.5% | $85,850+40.0% |
| Participation rate | 74.3% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 4.67% | 18.59%-13.9pp | 37.78%-33.1pp | 318.53%-313.9pp |
| Employer contribution / active EE | $315 | $1,413-77.7% | $2,356-86.6% | $2,565-87.7% |
| Participant deferral / active EE | $1,697 | $2,894-41.4% | $3,849-55.9% | $3,952-57.1% |
| Admin fee / account holder | $231 | $4,997-95.4% | $6,181-96.3% | $6,260-96.3% |