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 | $55,333 | $105,998-47.8% | $92,233-40.0% | $147,584-62.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 9.20% | 50.05%-40.9pp | 176.28%-167.1pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,421 | $4,333-67.2% | $3,679-61.4% | $4,876-70.9% |
| Participant deferral / active EE | $5,102 | $4,478+13.9% | $3,897+30.9% | $5,439-6.2% |
| Admin fee / account holder | $220 | $6,332-96.5% | $5,194-95.8% | $10,885-98.0% |