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 | $41,598 | $86,286-51.8% | $111,297-62.6% | $85,850-51.5% |
| Participation rate | 70.5% | 73.3%-2.9pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 8.88% | 19.99%-11.1pp | 54.65%-45.8pp | 318.53%-309.7pp |
| Employer contribution / active EE | $990 | $2,043-51.6% | $2,731-63.8% | $2,565-61.4% |
| Participant deferral / active EE | $2,207 | $3,641-39.4% | $4,487-50.8% | $3,952-44.1% |
| Admin fee / account holder | $127 | $8,188-98.4% | $7,964-98.4% | $6,260-98.0% |