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 5-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 | $25,272 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 2.85% | 79.19%-76.3pp | 68.23%-65.4pp | 372.94%-370.1pp |
| Employer contribution / active EE | $5,764 | $5,243+9.9% | $4,856+18.7% | $4,751+21.3% |
| Participant deferral / active EE | $5,931 | $8,100-26.8% | $7,758-23.5% | $6,710-11.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |