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 | $46,234 | $201,259-77.0% | $184,200-74.9% | $145,959-68.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 2.54% | 28.98%-26.4pp | 28.80%-26.3pp | 561.95%-559.4pp |
| Employer contribution / active EE | $2,518 | $7,018-64.1% | $6,424-60.8% | $4,661-46.0% |
| Participant deferral / active EE | $6,288 | $9,806-35.9% | $9,132-31.1% | $6,689-6.0% |
| Admin fee / account holder | $198 | $16,372-98.8% | $13,907-98.6% | $13,398-98.5% |