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 | $81,413 | $89,753-9.3% | $107,525-24.3% | $84,808-4.0% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 12.81% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,875 | $3,113-7.7% | $3,754-23.4% | $2,631+9.3% |
| Participant deferral / active EE | $3,254 | $4,056-19.8% | $5,116-36.4% | $4,212-22.7% |
| Admin fee / account holder | $116 | $7,222-98.4% | $8,919-98.7% | $7,344-98.4% |