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 | $37,310 | $165,335-77.4% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 7.33% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,444 | $5,103-52.1% | $4,644-47.4% | $4,761-48.7% |
| Participant deferral / active EE | $3,420 | $7,181-52.4% | $6,842-50.0% | $5,982-42.8% |
| Admin fee / account holder | $293 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |