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 | $90,217 | $63,346+42.4% | $92,233-2.2% | $70,131+28.6% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 11.66% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,389 | $2,471-3.3% | $3,679-35.1% | $2,342+2.0% |
| Participant deferral / active EE | $4,131 | $2,854+44.8% | $3,897+6.0% | $3,332+24.0% |
| Admin fee / account holder | $25 | $3,840-99.3% | $5,194-99.5% | $4,645-99.5% |