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 | $69,905 | $101,069-30.8% | $81,478-14.2% | $147,584-52.6% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 6.79% | 32.40%-25.6pp | 38.78%-32.0pp | 578.55%-571.8pp |
| Employer contribution / active EE | $871 | $3,205-72.8% | $2,568-66.1% | $4,876-82.1% |
| Participant deferral / active EE | $1,719 | $4,242-59.5% | $3,537-51.4% | $5,439-68.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |