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 | $57,072 | $85,022-32.9% | $70,515-19.1% | $139,434-59.1% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.3%+26.4pp | 80.3%+14.4pp |
| Annual return | 8.49% | 30.38%-21.9pp | 32.77%-24.3pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,118 | $3,909-45.8% | $2,973-28.8% | $4,751-55.4% |
| Participant deferral / active EE | $6,110 | $5,890+3.7% | $4,567+33.8% | $6,710-8.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |