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 | $72,599 | $152,587-52.4% | $125,175-42.0% | $152,861-52.5% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 4.36% | 54.84%-50.5pp | 43.79%-39.4pp | 345.32%-341.0pp |
| Employer contribution / active EE | $1,397 | $4,946-71.8% | $3,865-63.9% | $4,762-70.7% |
| Participant deferral / active EE | $3,051 | $5,868-48.0% | $4,937-38.2% | $5,850-47.8% |
| Admin fee / account holder | $2 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |