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 | $48,008 | $165,335-71.0% | $149,696-67.9% | $158,922-69.8% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 4.20% | 348.15%-343.9pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $7,477 | $5,103+46.5% | $4,644+61.0% | $4,761+57.0% |
| Participant deferral / active EE | $3,082 | $7,181-57.1% | $6,842-55.0% | $5,982-48.5% |
| Admin fee / account holder | $299 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |