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 | $87,856 | $175,202-49.9% | $149,673-41.3% | $139,434-37.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 9.61% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $3,008 | $5,474-45.0% | $4,818-37.6% | $4,751-36.7% |
| Participant deferral / active EE | $5,346 | $6,519-18.0% | $5,680-5.9% | $6,710-20.3% |
| Admin fee / account holder | $50 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |