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 | $157,386 | $115,882+35.8% | $100,516+56.6% | $158,922-1.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.07% | 34.79%-29.7pp | 30.89%-25.8pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,479 | $4,103-39.6% | $3,418-27.4% | $4,761-47.9% |
| Participant deferral / active EE | $5,671 | $6,674-15.0% | $6,270-9.5% | $5,982-5.2% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |