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 | $94,643 | $162,781-41.9% | $133,956-29.3% | $158,922-40.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 3.81% | 41.94%-38.1pp | 45.09%-41.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,729 | $4,975-65.2% | $3,919-55.9% | $4,761-63.7% |
| Participant deferral / active EE | $5,173 | $5,911-12.5% | $5,048+2.5% | $5,982-13.5% |
| Admin fee / account holder | $228 | $11,736-98.1% | $8,927-97.4% | $11,246-98.0% |