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 | $79,166 | $198,466-60.1% | $170,442-53.6% | $147,584-46.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 3.17% | 257.29%-254.1pp | 205.93%-202.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $6,259 | $6,184+1.2% | $5,433+15.2% | $4,876+28.4% |
| Participant deferral / active EE | $4,800 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |