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 | $39,411 | $105,998-62.8% | $92,233-57.3% | $147,584-73.3% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 8.94% | 50.05%-41.1pp | 176.28%-167.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,377 | $4,333-68.2% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $2,213 | $4,478-50.6% | $3,897-43.2% | $5,439-59.3% |
| Admin fee / account holder | $179 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |