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 | $231,022 | $209,411+10.3% | $178,490+29.4% | $158,922+45.4% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 5.17% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,894 | $5,706-49.3% | $5,011-42.2% | $4,761-39.2% |
| Participant deferral / active EE | $5,293 | $5,954-11.1% | $5,202+1.8% | $5,982-11.5% |
| Admin fee / account holder | $166 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |