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 | $56,589 | $85,766-34.0% | $136,294-58.5% | $70,131-19.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 13.00% | 31.45%-18.5pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,370 | $2,966-53.8% | $4,695-70.8% | $2,342-41.5% |
| Participant deferral / active EE | $3,159 | $5,051-37.5% | $6,247-49.4% | $3,332-5.2% |
| Admin fee / account holder | $155 | $5,420-97.1% | $9,243-98.3% | $4,645-96.7% |