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 | $119,375 | $217,402-45.1% | $185,823-35.8% | $167,490-28.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.98% | 148.36%-142.4pp | 122.05%-116.1pp | 478.56%-472.6pp |
| Employer contribution / active EE | $1,966 | $5,873-66.5% | $5,167-61.9% | $4,837-59.4% |
| Participant deferral / active EE | $4,131 | $6,356-35.0% | $5,568-25.8% | $6,341-34.9% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |