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 | $35,937 | $103,376-65.2% | $87,100-58.7% | $152,861-76.5% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 5.73% | 28.10%-22.4pp | 28.19%-22.5pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,605 | $3,220-50.2% | $2,521-36.4% | $4,762-66.3% |
| Participant deferral / active EE | $2,798 | $4,778-41.4% | $4,049-30.9% | $5,850-52.2% |
| Admin fee / account holder | $10 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |