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 | $47,151 | $89,355-47.2% | $141,162-66.6% | $72,985-35.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 18.53% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,110 | $3,114-64.3% | $4,735-76.6% | $2,440-54.5% |
| Participant deferral / active EE | $2,679 | $5,418-50.5% | $6,709-60.1% | $3,607-25.7% |
| Admin fee / account holder | $253 | $5,958-95.7% | $10,261-97.5% | $5,124-95.1% |