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 | $134,465 | $70,475+90.8% | $100,516+33.8% | $79,858+68.4% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 10.95% | 21.90%-11.0pp | 30.89%-19.9pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,130 | $2,165-47.8% | $3,418-66.9% | $2,471-54.3% |
| Participant deferral / active EE | $6,278 | $5,181+21.2% | $6,270+0.1% | $3,740+67.9% |
| Admin fee / account holder | $165 | $4,478-96.3% | $8,081-98.0% | $5,306-96.9% |