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 | $61,025 | $198,466-69.3% | $170,442-64.2% | $147,584-58.7% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 8.27% | 257.29%-249.0pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $4,899 | $6,184-20.8% | $5,433-9.8% | $4,876+0.5% |
| Participant deferral / active EE | $4,392 | $5,629-22.0% | $4,939-11.1% | $5,439-19.2% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |