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 | $161,866 | $215,361-24.8% | $171,082-5.4% | $273,961-40.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 0.84% | 25.14%-24.3pp | 32.56%-31.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $4,203 | $4,967-15.4% | $4,002+5.0% | $4,869-13.7% |
| Participant deferral / active EE | $8,133 | $5,543+46.7% | $4,797+69.5% | $5,287+53.8% |
| Admin fee / account holder | $271 | $10,846-97.5% | $8,520-96.8% | $10,132-97.3% |