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 | $111,669 | $77,634+43.8% | $156,549-28.7% | $62,891+77.6% |
| Participation rate | 90.6% | 71.2%+19.4pp | 84.0%+6.6pp | 69.3%+21.3pp |
| Annual return | 3.21% | 50.32%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $2,035 | $3,444-40.9% | $5,501-63.0% | $2,281-10.8% |
| Participant deferral / active EE | $3,909 | $3,045+28.4% | $4,871-19.7% | $3,203+22.1% |
| Admin fee / account holder | $12 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |