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 | $160,620 | $154,117+4.2% | $129,995+23.6% | $139,434+15.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 4.48% | 32.48%-28.0pp | -137.18%+141.7pp | 372.94%-368.5pp |
| Employer contribution / active EE | $5,670 | $5,289+7.2% | $4,320+31.2% | $4,751+19.3% |
| Participant deferral / active EE | $5,947 | $6,710-11.4% | $5,820+2.2% | $6,710-11.4% |
| Admin fee / account holder | $192 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |