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 | $132,387 | $103,376+28.1% | $87,100+52.0% | $152,861-13.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 4.98% | 28.10%-23.1pp | 28.19%-23.2pp | 345.32%-340.3pp |
| Employer contribution / active EE | $1,011 | $3,220-68.6% | $2,521-59.9% | $4,762-78.8% |
| Participant deferral / active EE | $4,002 | $4,778-16.2% | $4,049-1.1% | $5,850-31.6% |
| Admin fee / account holder | $62 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |