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 | $62,893 | $103,376-39.2% | $87,100-27.8% | $152,861-58.9% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 5.56% | 28.10%-22.5pp | 28.19%-22.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,413 | $3,220-25.1% | $2,521-4.3% | $4,762-49.3% |
| Participant deferral / active EE | $5,276 | $4,778+10.4% | $4,049+30.3% | $5,850-9.8% |
| Admin fee / account holder | $76 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |