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 | $69,569 | $201,272-65.4% | $184,203-62.2% | $145,922-52.3% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 7.44% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,963 | $7,022-72.0% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $3,850 | $9,806-60.7% | $9,131-57.8% | $6,688-42.4% |
| Admin fee / account holder | $134 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |