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 | $59,575 | $63,346-6.0% | $92,233-35.4% | $70,131-15.1% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 12.22% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,138 | $2,471-54.0% | $3,679-69.1% | $2,342-51.4% |
| Participant deferral / active EE | $2,990 | $2,854+4.8% | $3,897-23.3% | $3,332-10.2% |
| Admin fee / account holder | $168 | $3,840-95.6% | $5,194-96.8% | $4,645-96.4% |