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 | $47,020 | $183,963-74.4% | $162,163-71.0% | $152,861-69.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.23% | 150.76%-140.5pp | 115.59%-105.4pp | 345.32%-335.1pp |
| Employer contribution / active EE | $3,902 | $6,371-38.8% | $5,614-30.5% | $4,762-18.1% |
| Participant deferral / active EE | $7,486 | $8,034-6.8% | $7,298+2.6% | $5,850+28.0% |
| Admin fee / account holder | $213 | $13,121-98.4% | $10,843-98.0% | $11,596-98.2% |