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 | $65,879 | $58,208+13.2% | $81,812-19.5% | $80,856-18.5% |
| Participation rate | 82.4% | 63.4%+18.9pp | 72.3%+10.0pp | 67.6%+14.7pp |
| Annual return | 10.77% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,766 | $2,340-24.5% | $2,912-39.4% | $2,755-35.9% |
| Participant deferral / active EE | $3,725 | $3,281+13.5% | $4,319-13.8% | $4,296-13.3% |
| Admin fee / account holder | $120 | $4,981-97.6% | $7,386-98.4% | $6,918-98.3% |