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 | $40,886 | $198,466-79.4% | $170,442-76.0% | $147,584-72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.42% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $1,419 | $6,184-77.1% | $5,433-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $3,288 | $5,629-41.6% | $4,939-33.4% | $5,439-39.6% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |