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 | $40,394 | $217,402-81.4% | $185,823-78.3% | $167,490-75.9% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 4.11% | 148.36%-144.2pp | 122.05%-117.9pp | 478.56%-474.4pp |
| Employer contribution / active EE | $2,167 | $5,873-63.1% | $5,167-58.1% | $4,837-55.2% |
| Participant deferral / active EE | $4,240 | $6,356-33.3% | $5,568-23.9% | $6,341-33.1% |
| Admin fee / account holder | $44 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |