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 | $59,427 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.83% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,951 | $5,243-43.7% | $4,856-39.2% | $4,751-37.9% |
| Participant deferral / active EE | $4,488 | $8,100-44.6% | $7,758-42.1% | $6,710-33.1% |
| Admin fee / account holder | $90 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |