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 | $145,606 | $89,355+63.0% | $141,162+3.1% | $72,985+99.5% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 16.96% | 111.85%-94.9pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,111 | $3,114-64.3% | $4,735-76.5% | $2,440-54.5% |
| Participant deferral / active EE | $4,850 | $5,418-10.5% | $6,709-27.7% | $3,607+34.5% |
| Admin fee / account holder | $42 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |