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 | $147,918 | $157,256-5.9% | $141,162+4.8% | $152,861-3.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 11.56% | 64.32%-52.8pp | 71.39%-59.8pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,583 | $5,261-69.9% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $5,805 | $7,109-18.3% | $6,709-13.5% | $5,850-0.8% |
| Admin fee / account holder | $156 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |