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 | $94,731 | $185,822-49.0% | $169,993-44.3% | $139,434-32.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 9.78% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $4,593 | $7,590-39.5% | $6,785-32.3% | $4,751-3.3% |
| Participant deferral / active EE | $5,929 | $11,622-49.0% | $10,408-43.0% | $6,710-11.6% |
| Admin fee / account holder | $234 | $15,381-98.5% | $12,815-98.2% | $11,403-97.9% |