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 | $91,061 | $153,772-40.8% | $133,980-32.0% | $273,961-66.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 0.84% | 36.51%-35.7pp | 29.30%-28.5pp | 41.45%-40.6pp |
| Employer contribution / active EE | $4,145 | $6,029-31.2% | $5,211-20.5% | $4,869-14.9% |
| Participant deferral / active EE | $5,087 | $6,958-26.9% | $6,282-19.0% | $5,287-3.8% |
| Admin fee / account holder | $56 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |