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 | $109,656 | $217,402-49.6% | $185,823-41.0% | $167,490-34.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,591 | $5,873-55.9% | $5,167-49.9% | $4,837-46.4% |
| Participant deferral / active EE | $5,824 | $6,356-8.4% | $5,568+4.6% | $6,341-8.2% |
| Admin fee / account holder | $210 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |