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 | $83,108 | $63,346+31.2% | $92,233-9.9% | $70,131+18.5% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 10.15% | 530.12%-520.0pp | 176.28%-166.1pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,670 | $2,471+8.1% | $3,679-27.4% | $2,342+14.0% |
| Participant deferral / active EE | $4,449 | $2,854+55.9% | $3,897+14.2% | $3,332+33.5% |
| Admin fee / account holder | $259 | $3,840-93.2% | $5,194-95.0% | $4,645-94.4% |