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 | $32,850 | $96,965-66.1% | $97,995-66.5% | $147,584-77.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 6.30% | 24.11%-17.8pp | 23.94%-17.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $1,799 | $4,536-60.4% | $4,158-56.7% | $4,876-63.1% |
| Participant deferral / active EE | $1,799 | $5,081-64.6% | $5,097-64.7% | $5,439-66.9% |
| Admin fee / account holder | $261 | $8,120-96.8% | $5,943-95.6% | $10,885-97.6% |