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 | $57,646 | $74,888-23.0% | $71,209-19.0% | $142,382-59.5% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 10.93% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,090 | $2,854-61.8% | $2,721-59.9% | $4,299-74.6% |
| Participant deferral / active EE | $4,772 | $4,454+7.1% | $4,175+14.3% | $6,507-26.7% |
| Admin fee / account holder | $86 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |