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 | $119,050 | $209,411-43.2% | $178,490-33.3% | $158,922-25.1% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 5.56% | 188.75%-183.2pp | 151.07%-145.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $6,483 | $5,706+13.6% | $5,011+29.4% | $4,761+36.2% |
| Participant deferral / active EE | $4,765 | $5,954-20.0% | $5,202-8.4% | $5,982-20.3% |
| Admin fee / account holder | $78 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |