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 | $38,472 | $58,512-34.2% | $84,015-54.2% | $72,985-47.3% |
| Participation rate | 89.1% | 61.2%+27.9pp | 69.0%+20.1pp | 69.5%+19.6pp |
| Annual return | 9.37% | 28.93%-19.6pp | 71.31%-61.9pp | 81.00%-71.6pp |
| Employer contribution / active EE | $2,165 | $1,163+86.1% | $1,983+9.1% | $2,440-11.3% |
| Participant deferral / active EE | $3,117 | $2,394+30.2% | $3,239-3.8% | $3,607-13.6% |
| Admin fee / account holder | $127 | $4,569-97.2% | $6,101-97.9% | $5,124-97.5% |