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 5-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 | $44,986 | $114,381-60.7% | $107,525-58.2% | $142,382-68.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 5.41% | 242.71%-237.3pp | 181.32%-175.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $2,229 | $4,015-44.5% | $3,754-40.6% | $4,299-48.2% |
| Participant deferral / active EE | $4,338 | $5,564-22.0% | $5,116-15.2% | $6,507-33.3% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |