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 | $50,689 | $181,894-72.1% | $156,549-67.6% | $273,961-81.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.36% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,302 | $6,248-63.2% | $5,501-58.2% | $4,869-52.7% |
| Participant deferral / active EE | $4,248 | $5,550-23.5% | $4,871-12.8% | $5,287-19.7% |
| Admin fee / account holder | $209 | $15,559-98.7% | $13,027-98.4% | $10,132-97.9% |