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 | $40,628 | $72,492-44.0% | $87,100-53.4% | $72,985-44.3% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 11.10% | 24.46%-13.4pp | 28.19%-17.1pp | 81.00%-69.9pp |
| Employer contribution / active EE | $2,226 | $1,894+17.5% | $2,521-11.7% | $2,440-8.8% |
| Participant deferral / active EE | $5,262 | $3,270+60.9% | $4,049+30.0% | $3,607+45.9% |
| Admin fee / account holder | $85 | $5,055-98.3% | $7,497-98.9% | $5,124-98.3% |