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 | $61,714 | $72,071-14.4% | $68,368-9.7% | $137,256-55.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 13.06% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,563 | $2,788-8.1% | $2,649-3.3% | $4,156-38.3% |
| Participant deferral / active EE | $4,358 | $4,410-1.2% | $4,123+5.7% | $6,407-32.0% |
| Admin fee / account holder | $266 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |