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 | $43,096 | $155,788-72.3% | $124,672-65.4% | $167,490-74.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 4.58% | 17.97%-13.4pp | 5142.93%-5138.4pp | 478.56%-474.0pp |
| Employer contribution / active EE | $3,349 | $4,163-19.5% | $3,324+0.8% | $4,837-30.8% |
| Participant deferral / active EE | $5,200 | $5,673-8.3% | $4,614+12.7% | $6,341-18.0% |
| Admin fee / account holder | $18 | $9,531-99.8% | $7,493-99.8% | $12,309-99.9% |