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 | $132,282 | $181,894-27.3% | $156,549-15.5% | $273,961-51.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 0.90% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $4,481 | $6,248-28.3% | $5,501-18.5% | $4,869-8.0% |
| Participant deferral / active EE | $2,222 | $5,550-60.0% | $4,871-54.4% | $5,287-58.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |