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 | $135,070 | $157,256-14.1% | $141,162-4.3% | $152,861-11.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 13.65% | 64.32%-50.7pp | 71.39%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,616 | $5,261-69.3% | $4,735-65.9% | $4,762-66.1% |
| Participant deferral / active EE | $4,318 | $7,109-39.3% | $6,709-35.6% | $5,850-26.2% |
| Admin fee / account holder | $55 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |