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 | $149,396 | $123,793+20.7% | $177,821-16.0% | $79,858+87.1% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 9.22% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $4,839 | $4,095+18.2% | $5,918-18.2% | $2,471+95.8% |
| Participant deferral / active EE | $5,661 | $5,956-5.0% | $7,714-26.6% | $3,740+51.4% |
| Admin fee / account holder | $79 | $7,243-98.9% | $12,427-99.4% | $5,306-98.5% |