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 9-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 | $80,595 | $135,952-40.7% | $123,892-34.9% | $273,961-70.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.03% | 56.63%-54.6pp | 47.52%-45.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $12,693 | $5,170+145.5% | $4,617+174.9% | $4,869+160.7% |
| Participant deferral / active EE | $6,577 | $6,343+3.7% | $5,984+9.9% | $5,287+24.4% |
| Admin fee / account holder | $172 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |