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 | $48,033 | $165,335-70.9% | $149,696-67.9% | $158,922-69.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.30% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,349 | $5,103-34.4% | $4,644-27.9% | $4,761-29.7% |
| Participant deferral / active EE | $7,579 | $7,181+5.5% | $6,842+10.8% | $5,982+26.7% |
| Admin fee / account holder | $213 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |