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 | $86,290 | $157,256-45.1% | $141,162-38.9% | $152,861-43.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 2.76% | 64.32%-61.6pp | 71.39%-68.6pp | 345.32%-342.6pp |
| Employer contribution / active EE | $3,372 | $5,261-35.9% | $4,735-28.8% | $4,762-29.2% |
| Participant deferral / active EE | $7,560 | $7,109+6.3% | $6,709+12.7% | $5,850+29.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |