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 | $130,727 | $111,301+17.5% | $112,977+15.7% | $158,922-17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 7.15% | 26.40%-19.2pp | 24.24%-17.1pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,325 | $4,471-70.4% | $4,255-68.9% | $4,761-72.2% |
| Participant deferral / active EE | $2,316 | $5,880-60.6% | $5,836-60.3% | $5,982-61.3% |
| Admin fee / account holder | $149 | $8,392-98.2% | $6,294-97.6% | $11,246-98.7% |