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 | $61,579 | $175,202-64.9% | $149,673-58.9% | $139,434-55.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.60% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,272 | $5,474-76.8% | $4,818-73.6% | $4,751-73.2% |
| Participant deferral / active EE | $6,243 | $6,519-4.2% | $5,680+9.9% | $6,710-7.0% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |