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 | $66,498 | $152,587-56.4% | $125,175-46.9% | $152,861-56.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 5.51% | 54.84%-49.3pp | 43.79%-38.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $3,545 | $4,946-28.3% | $3,865-8.3% | $4,762-25.6% |
| Participant deferral / active EE | $8,184 | $5,868+39.5% | $4,937+65.8% | $5,850+39.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |