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 | $60,135 | $105,931-43.2% | $81,930-26.6% | $158,922-62.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 3.14% | 38.17%-35.0pp | 29.49%-26.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,423 | $7,800-68.9% | $4,310-43.8% | $4,761-49.1% |
| Participant deferral / active EE | $3,262 | $13,003-74.9% | $7,107-54.1% | $5,982-45.5% |
| Admin fee / account holder | $26 | $8,489-99.7% | $5,158-99.5% | $11,246-99.8% |