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 | $53,871 | $47,848+12.6% | $81,478-33.9% | $70,131-23.2% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 12.99% | 27.25%-14.3pp | 38.78%-25.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,327 | $1,527+52.4% | $2,568-9.4% | $2,342-0.7% |
| Participant deferral / active EE | $5,445 | $2,453+122.0% | $3,537+54.0% | $3,332+63.4% |
| Admin fee / account holder | $216 | $3,145-93.1% | $4,561-95.3% | $4,645-95.3% |