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 | $76,795 | $92,985-17.4% | $153,485-50.0% | $80,856-5.0% |
| Participation rate | 72.9% | 69.0%+3.9pp | 77.1%-4.2pp | 67.6%+5.2pp |
| Annual return | 9.43% | 19.95%-10.5pp | 15.65%-6.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,117 | $3,507-68.1% | $5,039-77.8% | $2,755-59.4% |
| Participant deferral / active EE | $2,344 | $5,178-54.7% | $6,757-65.3% | $4,296-45.4% |
| Admin fee / account holder | $111 | $8,880-98.7% | $12,724-99.1% | $6,918-98.4% |