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 | $66,905 | $107,934-38.0% | $91,989-27.3% | $152,861-56.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 13.31% | 89.24%-75.9pp | 69.02%-55.7pp | 345.32%-332.0pp |
| Employer contribution / active EE | $840 | $4,210-80.0% | $3,452-75.7% | $4,762-82.4% |
| Participant deferral / active EE | $5,275 | $6,364-17.1% | $5,923-10.9% | $5,850-9.8% |
| Admin fee / account holder | $71 | $10,520-99.3% | $7,743-99.1% | $11,596-99.4% |