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 | $64,325 | $135,952-52.7% | $123,892-48.1% | $273,961-76.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 1.50% | 56.63%-55.1pp | 47.52%-46.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,189 | $5,170-77.0% | $4,617-74.3% | $4,869-75.6% |
| Participant deferral / active EE | $5,545 | $6,343-12.6% | $5,984-7.3% | $5,287+4.9% |
| Admin fee / account holder | $138 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |