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 | $51,377 | $86,286-40.5% | $111,297-53.8% | $85,850-40.2% |
| Participation rate | 76.5% | 73.3%+3.1pp | 77.3%-0.8pp | 69.3%+7.2pp |
| Annual return | 10.68% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $950 | $2,043-53.5% | $2,731-65.2% | $2,565-63.0% |
| Participant deferral / active EE | $1,729 | $3,641-52.5% | $4,487-61.5% | $3,952-56.3% |
| Admin fee / account holder | $195 | $8,188-97.6% | $7,964-97.5% | $6,260-96.9% |