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 | $136,055 | $177,572-23.4% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 5.09% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,528 | $4,810-68.2% | $4,305-64.5% | $4,299-64.4% |
| Participant deferral / active EE | $4,182 | $6,272-33.3% | $5,540-24.5% | $6,507-35.7% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |