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 | $139,665 | $58,828+137.4% | $77,999+79.1% | $62,891+122.1% |
| Participation rate | 88.0% | 71.1%+16.9pp | 75.5%+12.5pp | 69.3%+18.7pp |
| Annual return | -2.68% | 17.16%-19.8pp | 425.96%-428.6pp | 20.14%-22.8pp |
| Employer contribution / active EE | $300 | $1,672-82.1% | $2,470-87.9% | $2,281-86.9% |
| Participant deferral / active EE | $2,617 | $2,686-2.5% | $3,497-25.2% | $3,203-18.3% |
| Admin fee / account holder | $139 | $4,393-96.8% | $5,480-97.5% | $4,296-96.8% |