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 | $56,969 | $165,335-65.5% | $149,696-61.9% | $158,922-64.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 6.28% | 348.15%-341.9pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,646 | $5,103-28.6% | $4,644-21.5% | $4,761-23.4% |
| Participant deferral / active EE | $4,934 | $7,181-31.3% | $6,842-27.9% | $5,982-17.5% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |