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 | $159,998 | $127,065+25.9% | $113,168+41.4% | $142,382+12.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 6.85% | 24.03%-17.2pp | 24.27%-17.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,263 | $3,442-63.3% | $2,975-57.6% | $4,299-70.6% |
| Participant deferral / active EE | $3,531 | $5,716-38.2% | $5,107-30.9% | $6,507-45.7% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |