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 | $82,827 | $125,758-34.1% | $169,993-51.3% | $75,163+10.2% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 11.14% | 27.20%-16.1pp | 53.37%-42.2pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,538 | $4,615-45.0% | $6,785-62.6% | $2,670-4.9% |
| Participant deferral / active EE | $4,209 | $6,837-38.4% | $10,408-59.6% | $4,125+2.0% |
| Admin fee / account holder | $154 | $8,173-98.1% | $12,815-98.8% | $5,651-97.3% |