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 | $76,995 | $181,894-57.7% | $156,549-50.8% | $273,961-71.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.87% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,144 | $6,248-65.7% | $5,501-61.0% | $4,869-56.0% |
| Participant deferral / active EE | $2,144 | $5,550-61.4% | $4,871-56.0% | $5,287-59.4% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |