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 | $157,793 | $217,402-27.4% | $185,823-15.1% | $167,490-5.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.49% | 148.36%-139.9pp | 122.05%-113.6pp | 478.56%-470.1pp |
| Employer contribution / active EE | $7,483 | $5,873+27.4% | $5,167+44.8% | $4,837+54.7% |
| Participant deferral / active EE | $5,260 | $6,356-17.2% | $5,568-5.5% | $6,341-17.0% |
| Admin fee / account holder | $273 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |