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 | $67,016 | $96,484-30.5% | $75,886-11.7% | $152,861-56.2% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 3.88% | 33.98%-30.1pp | 30.76%-26.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,920 | $3,309-42.0% | $2,500-23.2% | $4,762-59.7% |
| Participant deferral / active EE | $4,055 | $4,553-10.9% | $3,603+12.6% | $5,850-30.7% |
| Admin fee / account holder | $271 | $8,078-96.6% | $5,418-95.0% | $11,596-97.7% |