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 | $14,800 | $172,111-91.4% | $150,298-90.2% | $137,256-89.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 10.22% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,410 | $4,636-69.6% | $4,154-66.1% | $4,156-66.1% |
| Participant deferral / active EE | $5,982 | $6,166-3.0% | $5,453+9.7% | $6,407-6.6% |
| Admin fee / account holder | $190 | $16,471-98.8% | $14,116-98.7% | $12,270-98.4% |