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 | $86,020 | $60,349+42.5% | $74,183+16.0% | $62,891+36.8% |
| Participation rate | 88.5% | 72.7%+15.8pp | 76.6%+11.9pp | 69.3%+19.2pp |
| Annual return | 0.34% | 21.37%-21.0pp | 17.74%-17.4pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,812 | $1,680+67.4% | $2,370+18.7% | $2,281+23.3% |
| Participant deferral / active EE | $4,878 | $2,856+70.8% | $3,550+37.4% | $3,203+52.3% |
| Admin fee / account holder | $72 | $4,261-98.3% | $5,586-98.7% | $4,296-98.3% |