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 | $113,358 | $159,602-29.0% | $150,045-24.5% | $142,382-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.77% | 70.24%-63.5pp | 62.55%-55.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $4,338 | $4,961-12.6% | $4,693-7.6% | $4,299+0.9% |
| Participant deferral / active EE | $14,481 | $8,310+74.3% | $7,997+81.1% | $6,507+122.5% |
| Admin fee / account holder | $152 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |