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 | $77,405 | $99,652-22.3% | $78,778-1.7% | $147,584-47.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 0.33% | 47.28%-47.0pp | 35.62%-35.3pp | 578.55%-578.2pp |
| Employer contribution / active EE | $3,728 | $2,796+33.3% | $1,986+87.7% | $4,876-23.6% |
| Participant deferral / active EE | $4,913 | $3,664+34.1% | $2,958+66.1% | $5,439-9.7% |
| Admin fee / account holder | $239 | $7,155-96.7% | $5,134-95.3% | $10,885-97.8% |