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 | $142,353 | $63,764+123.2% | $81,930+73.7% | $79,858+78.3% |
| Participation rate | 96.3% | 67.5%+28.8pp | 72.0%+24.3pp | 69.6%+26.7pp |
| Annual return | 6.40% | 22.66%-16.3pp | 29.49%-23.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,473 | $1,795+37.8% | $4,310-42.6% | $2,471+0.1% |
| Participant deferral / active EE | $4,089 | $2,780+47.1% | $7,107-42.5% | $3,740+9.3% |
| Admin fee / account holder | $1 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |