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 | $141,209 | $105,181+34.3% | $159,436-11.4% | $85,850+64.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 10.09% | 45.07%-35.0pp | 263.57%-253.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,686 | $3,318-19.0% | $4,829-44.4% | $2,565+4.7% |
| Participant deferral / active EE | $6,199 | $5,945+4.3% | $7,352-15.7% | $3,952+56.9% |
| Admin fee / account holder | $244 | $6,933-96.5% | $10,799-97.7% | $6,260-96.1% |