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 | $90,325 | $83,477+8.2% | $125,175-27.8% | $72,985+23.8% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 10.23% | 25.78%-15.5pp | 43.79%-33.6pp | 81.00%-70.8pp |
| Employer contribution / active EE | $1,145 | $2,345-51.2% | $3,865-70.4% | $2,440-53.1% |
| Participant deferral / active EE | $2,836 | $3,585-20.9% | $4,937-42.5% | $3,607-21.4% |
| Admin fee / account holder | $296 | $5,517-94.6% | $9,702-97.0% | $5,124-94.2% |