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 | $84,519 | $177,572-52.4% | $154,803-45.4% | $142,382-40.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.04% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,196 | $4,810-12.8% | $4,305-2.6% | $4,299-2.4% |
| Participant deferral / active EE | $5,517 | $6,272-12.0% | $5,540-0.4% | $6,507-15.2% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |