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 7-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 | $19,060 | $148,534-87.2% | $135,903-86.0% | $139,434-86.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 11.10% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,518 | $5,243-71.1% | $4,856-68.7% | $4,751-68.1% |
| Participant deferral / active EE | $3,021 | $8,100-62.7% | $7,758-61.1% | $6,710-55.0% |
| Admin fee / account holder | $203 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |